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 |