Start a healthy financial life by choosing the right plan for you.



BASIC

FREE


Know your current financial health with our patented Personal Finance Quotient (PFQ) score.


Features Include:
 
Financial Health Score ⓘ
A score that assesses your current financial state and makes it easy to track your progress during your financial journey.
Status of Goals ⓘ
Identify and quantify financial goals like education, marriage, home, retirement for building your personalised plan.
 
 
 
ELITE

₹ 1000 / year*


Receive your complete financial plan and begin your journey towards financial freedom.


Everything in FREE plan, Additional Features Include:
Complete Financial Plan ⓘ
A holistic plan is generated across current financial health, goals, risk, taxes and investments.
Advice on Goals, Risk, Insurance and Tax ⓘ
Your personalised financial plan includes recommendations on goals, tax and insurance coverage requirements.
Advice across Expenses, Liabilities and Assets ⓘ
Advice on expenses, liabilities and suggestions to improve your surplus.
Customized Mutual Fund Portfolio & Review ⓘ
Diversified portfolio is generated using algorithm basis your risk profile and is reviewed once a year for rebalancing.
Interaction with Financial Advisors ⓘ
Certified financial expert explains the complete plan, helps you stick to the plan and answers all queries.
Limited Flexibility in Scheduling ⓘ
Flexibility to re-schedule calls are limited.
ELITE FLEXI

₹ 6000 / year*


Be our privileged customer. Get priority service and unlimited interactions with your Planner.


Everything in ELITE Plan, Additional Features Include:
Unlimited Interactions with Financial Advisors ⓘ
Certified financial expert explains the complete plan, helps you stick to the plan and answers all queries.
Unlimited Flexibility in Scheduling ⓘ
Flexibility to re-schedule calls at your ease for data-entry, planning / review sessions and investments.
Prioritised Onboarding ⓘ
Skip long queues and get accesses to our services on priority.
One WILL worth ₹ 2500 for Free ⓘ
ArthaYantra provides free WILL to one family member as a part of ELITE FLEXI plan
* Excluding all Taxes
*Investment account opening is mandatory for Elite but is optional for Elite Flexi.

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Benefits of Our Premium Services

  • Understand your current financial state and fix past problems.
  • Identify, prioritise and quantify what you need for your life’s goals.
  • Understand your financial behaviour and create customised advice.
     
  • Know how to increase the money in your pocket with detailed assessment.
  • Know which goals are achievable and the path to achieving them.
  • Understand how to manage your risks through insurance, emergency funds and succession planning.
  • Track, review and rebalance and ensure that you reach your goals.
  • Help you with the purchase of all the recommendations in one place.
  • Assess past investments and get customized recommendations on investment portfolios.