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Plutus Capital has been helping families since 2012 manage their investments, better. We offer Financial Planning service to first time investors. 

FINANCIAL PLANNING

Plutus Capital's financial planning service includes goal-based planning and identifying the right solution for the client's unique needs.

STEP 1

Determine Current Financial Situation

STEP 2

Determine Suitable Asset Allocation  

STEP 3

Identify & Evaluate Investment Options

Step 4

Quarterly Review of the Financial Plan  

Sample Plan

All the recommendations to meet financial goals are based on low-risk instruments such as fixed deposits, mutual funds and provident fund. 
 

Financial Planning Fees (annual)

Rs 23,600
(Rs 20,000 + 18% GST)

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