Clear monthly pricing
Choose a monthly membership, add expert guidance when you need it, or request a tailored relationship for more complex wealth.
A self-serve starting point for understanding your investments and identifying your next question.
Best for
Investors who want an initial portfolio view before speaking with an advisor.
Expert input for the important decisions that need more than a self-serve portfolio review.
Best for
Individuals who want occasional access to an advisor and a practical action plan.
A year-round guidance membership for decisions spanning investments, tax and protection.
Best for
Families who want a regular review rhythm and broader financial coordination.
A bespoke engagement for complex wealth, cross-border needs and multiple family stakeholders.
Best for
Business owners, multi-generational families and NRIs with complex requirements.
Request a PlanBasic, Standard and Premium are billed monthly in INR for up to 12 cycles. Cancel future renewal from your membership panel. Any applicable taxes are shown in checkout. Custom scope and fees are confirmed in writing before onboarding.
However you choose to work with us, the commercial terms stay visible and your assets stay under your control.
Scope, fee method and billing schedule are documented before paid work starts.
Recommendations are separated from product distribution incentives.
Investments remain in your name with regulated custodians and providers.
Begin with the smallest useful engagement and move to ongoing advice only when you need it.
| Included service | Basic | Standard | Premium | Custom |
|---|---|---|---|---|
| Portfolio analysis | ||||
| Advisor consultations | 2 / year | 4 / year | Tailored | |
| Written action summaries | ||||
| Annual portfolio review | ||||
| Quarterly check-ins | Tailored | |||
| Tax and protection coordination | ||||
| Complex family and NRI planning |
A simple sequence keeps payment separate from the advice itself.
Select the monthly plan closest to the support you need.
Sign in and review the recurring price and cancellation terms before payment.
Authorize your subscription in Razorpay. Membership activates after the first charge is confirmed.
Plan inclusions and monthly prices stay visible, while complex requirements receive a written custom proposal.
Secure recurring payments are handled by Razorpay.
Monthly renewal. Cancel future charges from your membership panel.
Book a conversation to choose the right membership or discuss a tailored advisory engagement.