Best for people in the age group 30 to 35 and young couples.
There are new responsibilities, new possibilities, and you may be sharing your life with someone special. This program will help you move to a comprehesive financial planning stage. The focus is on having conversations about money in a meaningful manner and help you identify your personal and financial goals. Our customised financial planning and action plans with recommendations provides you a road map help achieve your personal and financial goals.
- Integrated financial life planning
- Bi-annual review and portfolio review
- Nudging tools to bridging the gap between money goals and life goals
- Interactive workshop
- Financial tools
Pricing Plan: Annual plan fee starting from Rs. 15,000. Pricing is subject to specific advice.