Fee Only Financial Planners

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Financial Planning Charges

Comprehensive Financial Planning

A) Tailor made comprehensive financial plan: In this rigorous exercise, we will help you identify and achieve most of your future aspirations. Please follow below to know more:

  1. Risk management: We will identify all the financial risks you are dealing with, such as an early demise or prolonged hospitalization or an accident. Once identified, measures are brought up to deal with those risks in ways best suited for your profile.
  2. Goal planning: Together, we will identify the future aspirations you have and give all of them a name, amount and time. Once mapped, we will start working to achieve these goals.
  3. Investment planning: You might have invested a lot of money so far and majorly it may be channeled into different instruments with no connection to your risk appetite and goal duration. We will identify such investments, eliminate them and bring new instruments which aptly suite your profile and goals.
  4. Retirement planning: You may be 25 or 50 years old and may be secretly wishing to retire from your regular boring job to do something exciting, this dream job might not get you big money but will surely bring you a lot of satisfaction and peace. Therefore, to be at peace you need enough current corpus to sustain in the dream job which has less income. Whether it’s a financial freedom or early retirement, we will make sure to allocate the resources in best possible manner and align them as per your risk profile. We plan to make the corpus of your retirement lasts with you and also after you if needed.

Note: We do not take up plan execution services, the plan will be implemented(Put to action) by you. Our work is Advisory only.

Fees details:

₹20,000 or 0.5% of the Portfolio*, whichever is higher.

*To calculate the portfolio size, we’ll exclude real estate and EPF and other non advisable products which are already locked in for a longer period.

Key Service Points:

  • All clients will get Portfolio performance and Goal tracker.
  • We follow active portfolio management and advice will be issued tactically with better downside protection in mind. Asset allocation can be changed anytime, if we feel there is a need to safeguard the portfolio in question, after doing a through research on market and economic dynamics.
  • We don’t guarantee high returns, so don’t ask for it.
  • This is a no review plan. As your goal and investment performance will get updated on real time basis, we have eliminated the need of review just to re balance and check the performance. In case of need other than these, advice will be provided.

 

 

 


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