Retail Pricing


  • Financial Health Score
    A score that assesses your current financial state and makes it easy to track your progress during your financial journey
  • Discover Goals
    Identify and quantify financial goals like education, marriage, home, retirement for building your personalised plan
  • Investment Portfolio Planning & Review
    Diversified portfolio is generated using algorithm basis your risk profile and is reviewed once a year for rebalancing
  • Advice in 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 suprplus
  • Flexibility of interaction with experts
    Flexibility to re-schedule calls at your ease for data-entry, planning / review sessions and investments.
  • Express Onboarding
    Investment portfolio and financial plan presentation will be taken on priority, post purchase of services.
  • Account Opening
    Account opening is mandatory for Elite but is optional for Elite Flexi.




  • Partially
  • Mandatory


  • Optional


Plan, Implement and Track performance to reach your financial goals

  • 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.