Renewal Service

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

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.