Premium Services
Subscription: Model Portfolios - Mutual Fund
- Conservative / Short Term Goal Portfolio (Up to 25% Equity, 3 Years)
- Conservatively Aggressive / Shorter Medium Term Goal Portfolio (Up to 50% Equity, 3-5 Years)
- Moderately Aggressive / Longer Medium Term Goal Portfolio (Up to 75% Equity, 5-7 Years)
- Aggressive / Long Term Goal Portfolio (Up to 100% Equity, 7-10 Years) Very Aggressive / Very Long Term Portfolio (Up to 100% Equity, 10+ Years)
Fees:
Flat ₹5,000 per year; Paid Upfront
Subscription: Model Portfolios - Equity
- Large Cap
- Multi Cap
Fees:
Flat ₹10,000 per year; Paid UpfrontTransaction Execution & Portfolio Record Keeping:
- Transactions execution in MF Direct Plans and record keeping / maintaining/ updating the portfolio of holdings in a portfolio tracker
- Transaction execution in other securities via no cost or low cost transaction platform
- Assisting buying most value-for-money Insurance Policy Online, directly from the Insurance Company
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