Pricing
Features | Silver Tier 6 Months Plan | Popular Gold Tier 6 Months Plan | Most Benefits Diamond Tier 6 Months Plan |
---|---|---|---|
Monthly Investment Reviews | |||
Audit of Nominations | |||
Financial Goal Management | |||
Free Execution (Mutual Funds, Bonds, etc.) | |||
Monthly Call with Relationship Manager | |||
Dedicated Relationship Manager | - | ||
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 | - | - |