I offer flat fee-only comprehensive goal based financial planning to clients. Based on discussion with client I suggest asset allocation (Fixed Income, Equity, etc) as well as risk mitigation (Life Insurance, Health Insurance, etc ) strategies for achieving their financial goals.
We provide unbiased financial planning to our clients for a flat fee so that our interest are aligned with that of our clients.
How much flat-fee we charge?
We charge a flat-fee of INR 12,000/- (for FY 2018-19) for preparing comprehensive financial plan
What are the renewal flat-fee?
We charge a renewal fee of INR 6,000/- per year (for FY 2018-19) for reviewing the financial plan and suggest course correction.
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