Plutus Capital has been helping families since 2012 manage their investments, better. We offer Financial Planning service to first time investors.
Plutus Capital's financial planning service includes goal-based planning and identifying the right solution for the client's unique needs.
Determine Current Financial Situation
Determine Suitable Asset Allocation
Identify & Evaluate Investment Options
Quarterly Review of the Financial 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 20,000 + 18% GST)