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
