Financial Planning Fees
Good things cost good money
Our Fees
Comprehensive Financial Plan – Rs. 10,000
Retainer Service – 0.6% of the Assets Under Advise
Currency = INR
Scope of Services for Comprehensive Financial Plan
- Time Frame – 1 Month
- Initial Financial Planning and one revision for the same before sign off
- Risk Management Plan. Suggest appropriate amount of Life and Health Insurance coverage
- Cashflow Analysis – Current & Proposed
- Goal Planning
- Recommendation of Mutual Funds for investment purpose
- Net worth Analysis and future projections
- Individual Tax Planning
- Doubt clarification session of 1 hour post financial plan is finalised
Scope of Services for Retainer Service
- All services part of the Comprehensive Financial Plan
- Time Frame – Perpetual or Till cancelled
- Execution of mutual funds investments
- Tracking of mutual funds and recommend changes required on a periodic basis
- Recommendation of Stocks for long term investment and recommend changes required on a periodic basis
- Goal tracking and provide a web platform for tracking of goals and mutual fund investments.
- Quarterly 1.5 hours of virtual or personal interaction for addressing any concerns relating to personal financial plan or investments
Ventured into Financial Services Fulltime – 2020
Even though I have been mentoring individuals since many years on topics of Risk Management, Mutual Fund Investments and Tax planning on a voluntary basis, ventured into Financial Services fulltime in the year 2020.
contact us
We are here to help you
Raghu@FinSim.in
+91 98806 27311