Comprehensive Financial Planning

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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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    Don’t hesitate to contact us for any kind of information

    Call us now to start your journey towards financial freedom!

    +91 98200 03266

    Registered Address

    102, Twinkle Apartments,
    1st Floor, Opp. State Bank of India,
    Vakola,
    Santacruz East,
    Mumbai-400055

    Disposal of complaints
    Year Carried forward Received Resolved Pending
    2018 - 2019 0 0 0 0
    2019 - 2020 0 0 0 0
    2020 - 2021 0 0 0 0
    Grand Total 0 0 0 0

    Contact us directly at info@solomoninvestments.in for assistance with any queries, complaints or grievances. We will ensure your grievance is resolved within 30 days. If you feel that your grievance is not redressed satisfactorily, you may lodge a complaint with SEBI through the Scores website or the SEBI Scores app for Android or iOS.

    As per SEBI Guidelines, showing the number of complaints
    Year Carried forward Received Resolved Pending
    2018 - 2019 0 0 0 0
    2019 - 2020 0 0 0 0
    2020 - 2021 0 0 0 0
    Grand Total 0 0 0 0

    Contact us directly at info@solomoninvestments.in for assistance with any queries, complaints or grievances. We will ensure your grievance is resolved within 30 days. If you feel that your grievance is not redressed satisfactorily, you may lodge a complaint with SEBI through the Scores website or the SEBI Scores app for Android or iOS.