Annual Advisory Comprehensive Engagement

Ideal for:

Individuals or families seeking ongoing financial guidance, regular reviews, and seamless implementation support.

Key Highlights:

Comprehensive Financial Guidance – Expert advice on all aspects of your personal finances, with full-year access to our advisory desk.

Regular Portfolio Reviews – Up to four structured reviews annually (based on portfolio size and fee tier), ensuring your plan stays aligned with your goals.

Investment Coverage – Guidance across Indian and international regulated products — investments, liabilities, and insurance.

Market & Rebalancing Support – Assistance during market volatility, with disciplined rebalancing recommendations.

Tax Assistance – Support with advance tax tracking, reconciliation, and year-end capital gains statements.

Implementation Support – Complimentary with this engagement:

Online portfolio reporting and execution tools

Execution support for low-cost, direct plans (mutual funds), ETFs, bonds, REITs, etc.

Portfolio reconciliation and recordkeeping

Convenience of centralized implementation — without any commission revenue to us

Best suited for: Clients who prefer a comprehensive advisory partnership — covering planning, implementation, and review.