Risk profile and financial plan
Your risk profiling and a detailed financial plan based on your stated financial goals.
Clear scope. Transparent fee.
Financial advice built aroundyour goals and portfolio.
A structured annual engagement combining risk profiling, financial planning, portfolio reviews and access to client portal for all holdings in your portfolio.
Review the scope and applicable engagement terms before proceeding.
No product commissionsAdvice without sales pressure
Published annual fee₹30,000 per year
Defined service scopeReview inclusions before engagement
What the Annual Plan includes
Three parts of the stated service
Each component supports a different part of the advisory relationship—from understanding risk and goals to reviewing portfolio holdings through the year.
Four portfolio reviews
Four comprehensive reviews of the equity and mutual-fund holdings in your portfolio during the year.
Client portal access
Access to a client portal with investment advisory for the equities and mutual funds in your portfolio.
Planning areas
Decisions the financial plan may help organise
The relevance and exact scope of each area depend on your circumstances and the agreed engagement.
Current Portfolio Review
Have your current investements analyzed against your goals, challenges, and risk profiles.
Investment Planning
Connect portfolio decisions to financial goals, time horizons and an assessed risk profile.
Retirement Planning
Consider future financial needs, available resources and the steps required to prepare.
Education Expense Planning
Build a practical view of future education costs and the resources available to meet them.
Before the engagement begins
A clear path to getting started
- 1
Discuss
Share the financial decisions, goals and concerns you want to address.
- 2
Confirm scope
Review whether the Annual Plan and its stated inclusions fit your needs.
- 3
Sign contract
Sign the contract and pay the fees.
Pricing and scope
Questions before you decide
Confirm the service scope, fee terms and regulatory information before entering into an engagement.
Read the Investor CharterWhat is the published annual advisory fee?
The published fee is ₹30,000 per year. Confirm the final engagement scope, payment terms and any applicable taxes before proceeding.
What does the Annual Plan include?
The stated plan includes risk profiling and a detailed financial plan based on financial goals, four comprehensive portfolio reviews during the year, and access to a real-time platform for investment advisory on portfolio equities and mutual funds.
Are the four planning areas separate pricing plans?
No, there is only one pricing plan. What you and advisor will work on will depend on areas you need help with. One contract covers all.
Does registration or the advisory service assure returns?
No. SEBI registration, BASL membership and NISM certification do not guarantee performance or provide any assurance of returns.
Important information
Advice, not assured outcomes
Investment outcomes can vary. Registration, membership and certification do not guarantee performance or assure returns. Review the engagement documents and required disclosures before proceeding.
A calm next step
Discuss whether the Annual Plan fits your needs.
Schedule a conversation to understand the stated scope, fee and information that may be required to begin.