In this model, we craft and execute a financial or an investment plan as per client requirements. The financial plan will entail devising a goal-based investment and insurance plan taking into account critical factors like age, income and risk appetite.

The investment plan will entail devising an asset-allocation based portfolio with the aim of optimizing client returns. We charge a one-time fee of 1.5% on the fresh corpus and 1% for existing funds (funds invested through us) on a quarterly basis.

As the title suggests, under this model we merely provide the investors, a platform to invest through us. We charge an annual fee of 0.5% on a quarterly basis.