Platinum Plan

Platinum Plan

15,000.00

Category:

Description

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