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
Quarter 1 + Quarter 2
Rs 11,800
(Rs 10,000 + 18% GST)
Quarter 3 + Quarter 4
Rs 11,800
(Rs 10,000 + 18% GST)
