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.

B) Review of the plan with performance sheet: Once we planned and implemented we need to track the progress of the plan and investments, this should be done for at least once a year or when there are changes from your end so as to assure no anomalies. Constant monitoring of your investments will be done by us and if needed you will be provided a tactical investment calls as well. As the market is elastic, we believe in constant review of the plan which may call for alterations in the plan because of changes in your personal finances, changes in goals or what ever may the case be, the alterations are met accordingly and the new reviewed plan is expected to be implemented.

Fees details:

  • ₹20,000 yearly for portfolio* less than ₹50 lakhs
  • .5% yearly of the portfolio* for more than ₹50 lakhs

*Portfolio excludes real estate and investment in EPF.

We only take limited number of clients every month. You will be put on waiting list if the quota of a particular month is already exhausted. If you sign up for waiting list, you will be given preference over new prospects for the next month service sign ups.

Pro Bono work: We provide free financial counselling to the family whose income is below ₹20,000/month.  for no financial planning charges we require sufficient proof of your income to be able to decide your eligibility.

 


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