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



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.

₹ 1000 / year*

Financial Wellness Membership

Financial Wellness to improve person's overall financial health and reduce money-related stress

Everything in Kalynivka FREE plan, Additional Features Include:
Financial Health Checkup and Progress Monitoring
Synchronize Financial Life, Personal Life
Design the entire financial ecosystem of family
Covers Optimization and enhancement of Expenses, Insurance, Loans, Crisis management, Tax, Goals, Savings and Wills*
Interaction with Expert
Reduce Financial Stress and prepare for crisis
Real time transactions and Tracking
Half yearly Check up and Monitoring
Tax planning and compliance services New
Know how Ernst & Young can help you navigate your income-tax complexities

₹ 9999 / year*

Wealth Management

Comprehensive Wealth Mangement and Investment Advisory.

Everything in ELITE Plan, Additional Features Include:
Customized Portfolio
Advice across Expenses, Liabilities and Assets
Advice on Goals, Risk, Insurance and Tax, Wills*
Dedicated Financial Advisors
PMS Products
Half Yearly Reviews
Rebalancing Portfolio
Direct MF
Global Markets Investments
Advanced Taxation Support New
Know how Ernst & Young can help you navigate your income-tax complexities
* Price exclusive of Goods & Service Tax
*Investment account opening is mandatory for Elite but is optional for Elite Prime.

click anywhere to close

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.