SI Comprehensive Financial Plan includes
|Review of existing Life Insurance Portfolio including ULIPs|
|Review of existing Health Insurance Portfolio|
|Review of existing Mutual Funds/Fixed Deposits/Stocks|
|Emergency Fund Planning|
|Child education & marriage planning|
|Property/Vehicle purchase planning|
|Any other goal planning|
First year fee for SI Comprehensive Financial Plan is 15,000 / -*
Renewal year fee for SI Comprehensive Financial Plan is 8,000 /- *
*Fees are subject to change as per management. Clients/Prospective Clients will be intimated if there are any changes in the fee structure. Thank you for trusting us.
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102, Twinkle Apartments,
1st Floor, Opp. State Bank of India,