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 |
| Income/Expenses Budgeting |
| Emergency Fund Planning |
| Retirement Planning |
| Child education & marriage planning |
| Tax 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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Registered Address
102, Twinkle Apartments,
1st Floor, Opp. State Bank of India,
Vakola,
Santacruz East,
Mumbai-400055