Features | Basic Goal Based Plan | Comprehensive Plan | Information |
Price | 6,000 for first year and 3,000 for second year. ₹2,500 per goal for additional financial goals. | 13,000 for first year and ₹10,000 for second year. ₹2,500 per goal for additional financial goals. | |
Financial Health Assessment | Yes | Yes | Assessment of your present financial situation and identification of problem areas. |
Goals Identification | Yes | Yes | Identification and quantification of your financial goals like retirement, home, education, marriage, vacation etc |
Risk Profiling | Yes | Yes | Determination of your risk tolerance using a scientific risk profiling tool. |
Contingency Planning | Yes | Yes | Creation of a contingency fund to deal with emergencies. |
Risk Management | No | Yes | Risk Management using life, health, personal accident, critical illness insurances |
Retirement Planning | No | Yes | Calculation of Retirement Corpus and creation of a plan to achieve it. |
Goal Planning | 1 Financial Goal | 6 Financial Goals | Number of additional financial goals covered in the plan. |
Features | Price |
Basic Goal Based Plan | 6,000 for first year and 3,000 for second year. 2,500 per goal for additional financial goals. |
Comprehensive Plan | 13,000 for first year and 10,000 for second year. ₹2,500 per goal for additional financial goals. |
Information | |
Features | Financial Health Assessment |
Basic Goal Based Plan | Yes |
Comprehensive Plan | Yes |
Information | Assessment of your present financial situation and identification of problem areas. |
Features | Goals Identification |
Basic Goal Based Plan | Yes |
Comprehensive Plan | Yes |
Information | Identification and quantification of your financial goals like retirement, home, education, marriage, vacation etc |
Features | Risk Profiling |
Basic Goal Based Plan | Yes |
Comprehensive Plan | Yes |
Information | Determination of your risk tolerance using a scientific risk profiling tool. |
Features | Contingency Planning |
Basic Goal Based Plan | Yes |
Comprehensive Plan | Yes |
Information | Creation of a contingency fund to deal with emergencies. |
Features | Risk Management |
Basic Goal Based Plan | No |
Comprehensive Plan | Yes |
Information | Risk Management using life, health, personal accident, critical illness insurances |
Features | Retirement Planning |
Basic Goal Based Plan | No |
Comprehensive Plan | Yes |
Information | Calculation of Retirement Corpus and creation of a plan to achieve it. |
Features | Goal Planning |
Basic Goal Based Plan | 1 Additional Goal |
Comprehensive Plan | 6 Additional Goals |
Information | Number of additional financial goals covered in the plan. |