Starter
₹0
per month · free forever
Perfect for first-time investors building their financial foundation.
- 3 Direct Mutual Funds
- Portfolio tracker
- 1 financial goal
- Real-time price alerts
- Email support
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Financial Planning
₹299
+ GST (one-time)
Includes financial assessment, personalized mutual fund portfolio,
and
lifetime guidance.
- Personalized mutual fund portfolio
- Investor-type assessment
- Goal-based planning
- SIP allocation plan
- Portfolio tracking support
- Lifetime guidance
Get Started – ₹299
Wealth
₹1,999
per month
Concierge-level service with a dedicated SEBI-qualified advisor.
- Everything in Pro
- Dedicated wealth manager
- PMS & AIF access
- Estate planning tools
- Quarterly review calls
- 24/7 phone support
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