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NO MORE

ADVISORY FEES:

0.5% YEARLY @ FAMILY LEVEL MIN – 3,000 AND MAX – 30,000 (FY2016-17)

Based on CII (Cost Inflation Index) declared by Income Tax each year; Minimum and Maximum amount will be revised.

SERVICES OFFERED:

  • Financial Planning
  • Goal-Based Planning
  • Investment Planning
  • Tax Planning
  • Risk / Insurance Planning
  • Retirement Planning
  • Cash Flow Planning / Post Retirement
  • Knowledge Sharing with Next Generation (various mode: Blog / Presentation/ Interaction)
  • Review / Monitoring (Quarterly / Half Yearly / Annually as per AUM)

FUTURE OFFERINGS:

  • Estate Planning / WILL Writing
  • Book Keeping and Accounting
  • Loans

The Company is working attentively to offer “Multi-Family Office” services (more information can be found @ Wikipedia ) to Indian Middle-class families.