Our Services

Understanding the value of your advisory fee and our commitment to your success

Fin-Health checkup

Our service commitment to you

• Development of a customized financial roadmap focused on goal attainment

• A detailed review of your current financial standing and health

• Quarterly reviews and performance monitoring to maintain investment integrity

• Custom recommendations for portfolios with an Asset Under Advisory (AUA) threshold of INR 20 Lakhs

Capital Advisory

Our service commitment to you

• Holistic End-to-end (E2E) review of your portfolio

• Actionable investment recommendations tailored to your financial targets⁠

• Detailed, full-spectrum updates, rebalancing of asset classes and individual scripts within your portfolio

• Priority access to our quarterly investment workshops and market insight sessions

Family office services

Our service commitment to you

• Performance and risk tracking across all asset classes

• Independent checks and ongoing review to ensure managers deliver promised returns

• Assessment of wealth strategies to ensure they are built around your family's priorities

• On-going updates and priority access to unbiased, fiduciary and real time insights

Pricing

• One time Fin-Health Checkup
  INR 5,000 +taxes

• Annual Fin-Health Checkup pack
  INR 10,000 +taxes

Pricing

• Tiered pricing linked to client's
  Asset Under Advisory (AUA)

• AUA < INR 50 lacs = fixed fee +taxes;
  AUA > INR 50 lacs = % of AUA +taxes

Pricing

• Custom pricing, please get in touch with our office for additional details