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Investor Details
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Basic
₹499
+ 18% GST = ₹589
Portfolio Summary
Basic Fund Analysis
3 Fund Suggestions
Basic Fund Analysis
3 Fund Suggestions
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Advanced
₹999
+ 18% GST = ₹1,179
Full Analysis
Risk Assessment
10 Fund Suggestions
PDF Report
Risk Assessment
10 Fund Suggestions
PDF Report
Expert
₹1999
+ 18% GST = ₹2,359
Everything in Adv.
1-on-1 Advisor Call
Personalised Roadmap
Priority Support
1-on-1 Advisor Call
Personalised Roadmap
Priority Support
Selected: Advanced Review – ₹1,179 (incl. GST)
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What You Get
Per plan breakdown
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Portfolio Health Score
AI-generated score with category-wise breakdown
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Fund Switch Recommendations
Better-performing alternatives with reasoning
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Return Projection
5/10/15-year projected corpus estimates
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Tax Efficiency Report
ELSS, LTCG, STCG optimisation tips
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Downloadable PDF Report
Advanced & Expert plans only