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 1800 + GST
Wealth Plan & Track Regular
- All features of wealth plan & track
- Dedicated Wealth manager
- Half yearly review
INR 5000 + GST
Wealth Plan & Track Platinum
- All features of Wealth plan & track Regular
- Tax planning services
INR 12,000 + GST