Working Hours: 9:00 AM - 6:00 PM IST
Working Hours: 9:00 AM - 6:00 PM IST
Ideal for those seeking regular handholding and reviews without implementation support.
Key Features:
1. Core Advisory Services: This plan includes all features of the Annual Comprehensive Advisory Engagement or Annual Investment Advisory Engagement without implementation support.
2. No Execution and Reporting Support: Clients manage their own execution and reporting requirements. Login credentials for the in-house reporting portal (My Planner) will be provided.
3. Portfolio Reporting Requirement: Clients must provide their portfolio report in our specified format during the financial review exercise.
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