Renewal Service

2 Portfolio Reviews starting Year 2 for just ₹7,500/Year (incl. GST)

Reviews: 2 reviews a year, about 6 months apart, of your mutual funds, EPF, NPS and insurance against your goals.
Action plan: A written action plan after each review, with rebalancing recommendations if your portfolio has drifted.
Risk profile: Refreshed at every review, so the equity–debt mix still suits you.
Questions: Email any time during the 12 months. We reply within 2 to 3 business days.
Who does the work: A SEBI Registered Investment Adviser personally prepares every review.
Not included: Tax filing, transaction execution, direct stock tips, crypto and PMS.
Fee: ₹7,500 a year including GST, for a further 12 months after your first year.
Renewal is optional: You can renew after a gap, but there is no support during the gap. Longer gaps are considered case by case.

A twice-yearly review of your mutual funds, EPF, NPS and insurance against your goals, with a written action plan. Fee-only, ₹7,500 a year.

Asset rebalancing helps keep your investments aligned with your financial goals and risk profile by adjusting allocations when required.

Your risk profile sets the equity–debt mix in your plan. We share it for your confirmation before the plan is built, and refresh it at every review.

Tailored Financial Advice At a Price You Can Afford!

Speak to SahajMoney® advisor today to achieve your financial goals with confidence.