What we offer..


Comprehensive Financial Plan

Passive & Active Portfolio Management services to manage Asset Allocation, Diversification, Rebalancing and performance monitoring of assets.

Planning Professional

Goal based Investment Management

Unbiased advice based on ones' goals and expected returns without losing focus from long term financial freedom strategies. This includes advice on Equities/Securities, Mutual Funds, Insurance, Bonds, Small Savings Schemes, Pension & Annuity Products.

Investment Expert

Retirement Plan

Comprehensive Retirement planning to determine retirement income goals and actions along with decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing balanced assets.

Retirement Planner

Planner Dashboard

SC-Dashboard is online software which allows you to manage all your finances under one roof (more than 15+ asset class). We are sure; our thoughtful design will help you understand your finances in a refreshingly simple way.

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Investment Strategy

Financial products recommendation are offered as part of your Investment Strategy defined in your comprehensive financial plan to balance financial class and assets in order to meet your goals and long term objectives.

Strategist

Training & Financial Literacy Programs

Seminars & Training Programs designed for Individuals & Corporates to provide knowledge on how to build financial goals and portfolio strategies at early stage of life.

Training Coach

       Our Products & Services

Financial Freedom

View Plans

Our team takes a holistic approach to financial planning. We try to help maximize your life-savings to accomplish your unique goals by coordinating all critical areas of your financial life. As part of the service we provide:

Consultation Includes:

  • Comprehensive Financial Plan
  • Goal based Investment Plan
  • Retirement Plan
  • Tax Planning
  • Investment Strategy design
  • Product Advice
  • Automated tool to define, review and track Financial Freedom progress.
  • and much more...
View Plans

Training Programs

Join our best in class training programs specially designed for Individuals with non-finance background.

Current available sessions (flexible schedule):

    Training 1: Stock Market for Beginners
  • Starting from scratch
  • Concept & Strategies for Intraday, Delivery, Future & Options.
  • Basics of Fundamental & Technical Analysis.

    • Training 2: Working Women Financial Independence
  • Basics of Personal Finance Management.
  • Understanding of all available financial products category in Indian market.
  • Investment principles and strategies.

       Financial Freedom Plans


Basic

(Manage It Yourself)

Evaluate and track your financial goals with our advisory services for Mutual Funds.

*New enrolment discontinued*

Features Included:

  • Risk Profile Assessment
  • Mutual Fund advisory service for Short, Mid and Long term investments
  • Review and recommendations on existing Mutual Fund investments
    • Features Not Included:

  • Any kind of Financial Plan
  • Review & Assessment of existing assets & liabilties (except Mutual Funds)
  • Any Investment advice except mutual funds
  • Access to our SC-Dashboard Tool

Premium

(First Step towards Financial Freedom)

Receive your comprehensive financial plan and begin your journey towards financial freedom.

*New enrolment discontinued*

Features Included:

  • Comprehensive Financial plan
  • Risk Profiling
  • Assessment of Financial Goals
  • Prioritization of Financial Goals
  • Goal Affordability Validation
  • Goal-based Investment Advice
  • Customized Asset Allocation
  • Detailed Investment Plan
  • Retirement Plan
  • Insurance Adequacy Assessment
  • Advice on Financial Products and Taxation
  • Networth Statement
  • Consultation with SEBI R.I.A
    • Features Not Included:

  • SC-Dashboard for near Real-Time Personal Finance Management
  • Review of Plan & Recommendation throughout the year
  • Assistant with implementation of financial plan

Elite

(Continuous Journey to Financial Freedom)

Be our privileged customer. Get priority service and unlimited interactions with your Advisor.

First Year Cost: INR 49,999*#

*Entire year Financial Consulting Engagement.

Everything in PREMIUM Plan, Additional Features Included:

  • Unlimited Interactions with SEBI R.I.A
  • Unlimited Flexibility in Scheduling
  • Prioritised Onboarding
  • Review of existing assets and liabilities
  • Counselling & training to achieve Financial Freedom
  • Advice across Expenses, Liabilities and Assets
  • Customized Mutual Fund Portfolio
  • Customized Equity Portfolio
  • Customized Debt Portfolio
  • Customized Retirement Portfolio
  • Tax Planning (Tax Filling Strategies)
  • Assistant with implementation of financial plan
  • Unlimited Free Consultation throughout the year
  • Quarterly revision of Plans based on change in Financial Situation
  • Access to Automated SC-Dashboard tool for Personal Finance Management.
    • SC-Dashboard tool includes:

    • Single Dashboard to manage all your Finances (Assets, Liabilities, Expenses, Performance Tracking, Upcoming dues and much more...)
    • One Click enabled Mutual Fund realtime transactions
    • Risk Profile Assessment
    • Real-Time Networth & Multi Asset view at your fingertips
    • Setup Family & Dependents for consolidated view
    • Options to manage your Mutual Funds near real-time from a single platform (including SIPs)
    • Allocation of Financial Assets to customized Goals
    • Goals progress tracking
    • Integrated to NSE for online real-time transactions of Direct Mutual Funds
    • Reporting on Current Assets and Liabilities
    • AI based & customized analytics
    • and much more...

# For Indian Resident only. For NRI & Foreign Passport holders (with OCI/PIO cards) first year fees differ.




A dream doesn't become reality through magic; it takes determination, patience and a plan of action.


Watch the video to know more..