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Lumpsum Advice

Our fee for Lumsum advice is either:

0.5% of investment Amount or 2999 Whichever amount is higher will be your fee.


Advice on STP/SWP/ Investment

Aim to increse returns

Comprehensive Portfolio Review in 60 Minutes

To ensure we provide you with the most accurate and detailed insights, we kindly request booking the appointment at least two days after payment. This timeframe allows us to thoroughly analyze your portfolio and provide you with comprehensive recommendations.

  • Get expert guidance on investing in mutual funds tailored to your financial goals and risk tolerance.
  • Benefit from our experienced advisors' knowledge and insights on market trends and investment strategies.
  • Make informed investment decisions and optimize your returns with our one-to-one advisory services.


Please note that our services do not include new fund advice. We focus on reviewing your current holdings and offering Hold/Sell guidance on your existing investments.


Direct Mutual Fund Meeting

We are delighted to offer personalized sessions with our expert mutual fund advisors.


  1. The fee is Refunded Only on subscribing to Our Services.
  2. No advice will be Covered in this call.
  3. Stocks, Crypto, Real Estate are not covered under this plan
  4. Fee will not be refunded if you don't subscribe to our services.

During your one-to-one call, our expert advisors will understand your financial goals, risk appetite, and investment preferences. They will then tailor personalized suggestions to suit your unique needs.


Please note that this appointment plan is specifically for booking a consultation and does not include detailed advice. For comprehensive advice and ongoing support, we encourage you to explore our subscription services.




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