Pricing Plans for Every Goal
Choose semi-annual payments or save big with our 2-Year Lump Sum plan.
Refund Policy You will receive a pro-rata refund for any early cancellation, with fees of ₹5,000 for Silver,₹10,000 for Gold, and ₹50,000 for Diamond plans. Essential Features | Popular  Silver Tier for 2 years + every 6 months *Total amount: ₹ + ₹ * 3 = ₹ | Popular  Gold Tier for 2 years + every 6 months *Total amount: ₹ + ₹ * 3 = ₹ | Most Benefits  Diamond Tier for 2 years + every 6 months *Total amount: ₹ + ₹ * 3 = ₹ |
|---|---|---|---|
| Monthly Investment Reviews | |||
| Audit of Nominations | |||
| Financial Goal Management | |||
| Free Execution (Mutual Funds, Bonds, etc.) | |||
| Monthly Call with Relationship Manager | 3/month | Unlimited | Unlimited |
| Customized Products | - | ||
| Dedicated WhatsApp Group with Founding Member | - | ||
| Exclusive Webinar Invites | - | ||
| Liaising with Other Wealth Managers | - | - | |
| Customized Reporting | - | - | |
| Tax Consolidation and Optimization | - | - | |
| In-person Reviews | - | - | |
| 1-on-1 Calls with Fund Managers | - | - |