Transact +

0 Free Forever
  • Hassle Free Mutual Fund Investing
  • Conflict Free Review by Certified Member
  • Online Transact and Track Yourself
  • Various Reports to Analyse the Returns and Portfolio
  • Video KYC in 5 Minutes
  • SIP & STP Transaction Supported
  • Faster 1-3 day Withdrawal Available
  • 365 day Support - by Call or Whatsapp

Fin Plan +

INR 6,999 yearly
  • Includes Transact + (Free Forever)
  • Personalized Financial Plan
  • Investment Advisor Connect
  • Customized Reports for Better Decesion Making
  • Portfolio Review via Certified Advisor
  • 100% Transparent Fee Structure
  • KYC & Personal Details Correction
  • 365 day Support - by Call or Whatsapp

IA/FP +

< 1% /yr Min AUM : 20 Lakhs
  • Includes Transact + (Free Forever)
  • Includes FIn Plan +
  • Expert Personalized Advisor
  • Quarterly Portfolio & FP Restructing
  • ITR - Tax Return Filing
  • Customized Reports on Request
  • Insurance & Risk Management
  • LIve Personalized Advisor Support

 

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