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WEALTH PLAN & TRACK – PLATINUM

12,000.00

PRODUCT DESCRIPTION

This is a premium offering for investors who want to explore beyond mutual funds and need a dedicated wealth manager to assist periodically. Limitless online interaction, performance review and re-balancing will be done every quarter. Clients can avail online will drafting service, tax planning support, real estate advisory and many more value-added services.

FEATURES

  • Platinum includes all features from Wealth Plan & Track
  • Quarterly Portfolio Review
  • Real Estate Investment Advisory
  • Wider Product Coverage
  • Comprehensive Insurance Analysis
  • Unlimited Interaction with Wealth Manager
  • Will drafting
  • Tax planning Support
  • Monthly subscription at 1000 INR per month
  • Dedicated Wealth Manager
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