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
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