Financial Planning Fees
Good things cost good money
Our Fees
Comprehensive Financial Plan – Rs. 10,000
Retainer Service – 0.5% of Assets Under Management
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
- Review of existing Life Insurance Policies (Maximum of 5)
- Cashflow Analysis – Current & Proposed
- Goal Planning (Retirement, Kids Education, House Purchase, Marriage Expense, etc)
- Recommendation of Mutual Funds for investment purpose
- Review of Existing Mutual Funds Portfolio (upto 15 Schemes)
- 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 (If execution service is availed)
- Tracking of mutual funds and recommend changes required on a periodic basis
- Quarterly Mutual Funds and Goal Tracking Reports
- Quarterly 1.5 hours of virtual or in personal interaction for addressing any concerns relating to personal financial plan or investments
Valid UPI for Payment
Now pay using our SEBI validated UPI ID: < nraghukumar.ia@validhdfc >. Prefer this UPI ID and look for the white thumbs up icon in a green triangle on your UPI app for secure payments. You can verify our UPI ID and bank details through the upcoming ‘SEBI Check’ functionality before making payments.
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