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

Investment Tracking Dashboard

Insurance Tracking (Life, Health, Motor)

Existing & New Mutual Funds Reports

Goal Planning – One Goal

Right Insurance Plans Suggestions (Health or Life) One Time

Right Mutual Fund Scheme Suggestions One Time

Asset Allocation upto 5 Lakh

Freedom from Paper and Signature

Loan against Mutual Fund

SIP in Stocks and Direct Equity

Inter/ Intra Mutual Fund Switch

Multiple Banks Registration

Transaction through SMS, Call, App

Dedicated Customer Care

NRIs Included

Insurance Claim Consultation

Mutual Fund Claim/ Unit Transfer Consultation

Asset Allocation upto 15 Lakh

Direct Access to the Financial Advisor

Goal Planning and Mapping with Investment

Insurance Advice

Mutual Fund Advice

Asset Allocation no limit

Recommendations on Right Investment Assets

Recommendations on Tax Planning

Financial Planning

12+ pages of Premium Financial Plan Report

Names of suggested Mutual Fund Schemes & Insurance Plans
Proposed Asset Allocation
Emergency & Goals & Tax & Insurance Plan
Complete Future cash flow calculations

Followup Personal Q/A with the Co-Founders on Chat

Expert Review & Comments on Financial Plan

Will Planning