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WEALTH PLAN & TRACK

5,900.00

PRODUCT DESCRIPTION

This service is suitable for investors who need a comprehensive goal-based planning. You will be assisted by a dedicated relationship manager to create goal-based investment plan. Align investments to goals and track your goals progress real time. Access your financial plan anytime anywhere. Transact seamlessly in mutual funds online. Our platform offers you robo plus human touch experience.

FEATURES

  • All Features from FREE account
  • Dedicated Wealth Manager
  • Insurance Analysis
  • Goal Based Tailored Investing
  • Comprehensive Financial Plan
  • Real-time Goal Tracker
  • One half yearly review
  • Dedicated Online support desk
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