Services we Offer

Our Plans
  • Focus
  • Plan/Strategy Review
  • Portfolio Review & Rebalancing
  • Existing Portfolio Analysis
  • Risk Profiling
  • Mutual Fund Report
  • Portfolio Setup & Online View
  • Portfolio Reports
  • Consultation
  • PLUS +
  • Fees:
  • Initial Planning
  • Second Year Onwards
FUNretire
  • Retirement Plan
  • Annually
  • Half Yearly
  • Retirement Assets
  • Finamatrica 12 Ques
  • Detailed
  • Yes
  • Half Yearly
  • Continous
  • -
  • .
  • Rs 5000
  • Rs 250 PM

FundSketch
  • Goal Based Plan
  • Annually
  • Half Yearly
  • All Investments
  • Finamatrica 25 Ques
  • Detailed
  • Yes
  • Monthly
  • Continous
  • -
  • .
  • Rs 7500
  • Rs 500 PM

FundSketch+
  • Same as FundSketch
  • -
  • -
  • -
  • -
  • -
  • -
  • -
  • -
  • Simple WILL
  • .
  • Rs 12500
  • Rs 500 PM