Our Services & Pricing

Transparent, value-driven pricing for comprehensive wealth management.

Portfolio Review

A one-time deep dive into your existing investments.

₹4,999 /one-time
  • Current asset allocation analysis
  • Risk assessment vs actual portfolio
  • Overlap & duplication check
  • Actionable restructuring report
MOST POPULAR

Comprehensive Advisory

Ongoing management and strategic planning for your wealth.

₹14,999 /year
  • Everything in Portfolio Review
  • Custom financial plan creation
  • Monthly portfolio tracking
  • Quarterly strategic rebalancing
  • Direct mutual fund recommendations
  • Tax-loss harvesting strategies

HNI Management

Bespoke strategies for portfolios above ₹5 Cr.

Custom
  • Dedicated wealth manager
  • Alternative investment access
  • Estate & succession planning
  • Direct equity advisory
  • On-demand consultations