Wealth Plan & Track Lite

  • Cash flow planning
  • Risk Profiling
  • Goal planning
  • Asset Mapping 
  • Online transaction
  • Live Goal Tracking
  • Live portfolio tracking
  • Remote Wealth manager support

INR 2124

Wealth Plan & Track Regular

  • All features of wealth plan & track
  • Dedicated Wealth manager
  • Half yearly review 
 

INR 5900

Wealth Plan & Track Platinum

  • All features of Wealth plan & track  Regular
  • Tax planning services

INR 12,000 + GST