Our Pricing

Transparent Service Models

Providing "Rooted Trust" through clear and competitive service structures.

What We Offer

Simple, Honest Pricing

No hidden fees, no surprises — just clear value for every service we provide.

Mutual Fund Advisory

Commission Based
  • Risk Profile Assessment
  • Portfolio Construction
  • SIP/Lumpsum Management
  • Quarterly Performance Review
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Insurance Planning

Premium Based
  • Life & Health Cover Audit
  • Term Insurance Comparison
  • Claim Support Assistance
  • Nominee Documentation Help
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Comprehensive Plan

Fixed Consultation
  • Full Financial Health Check
  • Retirement Roadmapping
  • Tax Saving Strategies
  • Priority WhatsApp Support
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Note: As an AMFI-registered distributor and IRDAI-licensed advisor, our compensation may be received via commissions from Mutual Fund houses and Insurance providers, as per regulatory norms. We remain committed to recommending products that align with your goals, never driven by commission — your trust comes first.

Have Questions About Pricing?

Book a free consultation and we'll walk you through which service fits your needs best.