Our Services & Pricing

Transparent, value-driven pricing for comprehensive wealth management.

Portfolio Review

Deep-dive, self-service evaluation of your existing investments.

Free
  • Portfolio performance vs benchmark
  • Detailed Asset Allocation breakdown
  • Overlap & duplication check
  • Stock Diversification Analysis
  • Industry Diversification Analysis
  • Detailed Equity Holdings View
  • Mutual Fund Ratings
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RECOMMENDED

Smart Advisory

Professional planning to achieve your goals

₹4,999* /year
  • Everything in Portfolio Review
  • Custom financial plan creation
  • Tax-loss harvesting strategies
  • Quarterly strategic rebalancing
  • Quarterly 30 min call with an expert advisor
  • Access to Vera AI
  • Continuous Portfolio Monitoring
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Smart Advisory Plus

Dedicated Support for complete peace of mind

₹9,999* /year
  • Everything in Smart Advisory
  • Dedicated certified investment advisor
  • Priority support via WhatsApp/Call
  • ESOP management
  • Manage Family Wealth
  • Higher usage with Vera AI
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*Excludes GST