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