Pricing

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features
6 months
Silver Tier
Basic user
FEATURES
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Monthly Investment Reviews
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Audit of Nominations
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Management and Planning of Financial Goals
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Free Execution (MF’s, Bonds etc)
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Detailed Financial Plan
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Monthly Call with Relationship Manager
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Free Coffee Table book launched in association with The Mint
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features
6 months
Gold Tier
Financial Butler at your service
FEATURES
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Silver Plan Features
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Dedicated Relationship Manager
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Exclusive and Customised Products
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Dedicated WhatsApp Group with 1 Founding Member, Operations and Relationship Manager
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Exclusive invites for webinars, spaces and other social media events
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features
6 months
Diamond Tier
Experience Ultra High Net Worth, Wealth Management
FEATURES
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Gold Plan Features
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Liaising for all your financial needs with other Wealth Managers / Institutions
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Customised reporting
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Tax consolidation and optimisation across Wealth Managers
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In Person Reviews
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Exclusive 1-1 calls with Fund Managers and Experts
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Free with signup
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Monthly Investment Reviews, Audit of Nominations
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Management and Planning of Financial Goals
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Free Execution (MF’s, Bonds etc)
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