Pricing
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1st Year Fees (inclusive of taxes)
Annual Review & Renewal Fees (inclusive of taxes) *
Ongoing Advice by a Certified Financial Planner (CFP)
Data Collection and Goal Setting by CFP
In-depth Analysis of the data by CFP
Assessing your Risk Profile
Planning for your Goals such as House Purchase, Child Education, Retirement etc.
Allocation of assets to goals
Defining Asset Allocation for your Financial Goals
Fresh Investment recommendation based on your risk appetite and time horizon
Networth Statement (Personal Balance Sheet)
Assessing your Emergency requirement
Advice on Existing Investments
Restructuring your Existing Loans
Review of Existing Insurance Policies (Life and General)
Recommendation on Insurance Policies (Life and General)
Transaction Assistance for implementation of your Financial Plan
Identifying Succession Planning needs
Semi annual review & rebalancing of Portfolio