Annual Advisory Comprehensive Engagement

Ideal for:

Individuals or families seeking ongoing financial guidance, regular reviews, and seamless implementation support.

Key Highlights:

Comprehensive Financial Guidance – Expert advice on all aspects of your personal finances, with full-year access to our advisory desk.

Regular Portfolio Reviews – Up to four structured reviews annually (based on portfolio size and fee tier), ensuring your plan stays aligned with your goals.

Investment Coverage – Guidance across Indian and international regulated products — investments, liabilities, and insurance.

Market & Rebalancing Support – Assistance during market volatility, with disciplined rebalancing recommendations.

Tax Assistance – Support with advance tax tracking, reconciliation, and year-end capital gains statements.

Implementation Support – Complimentary with this engagement:

Online portfolio reporting and execution tools

Execution support predominantly for Listed Securities, Direct plans (Mutual Funds), Stocks, ETFs, bonds, REITs, InvITs, SIFs, Gift City Products and PMS etc.

Portfolio reconciliation and recordkeeping

Convenience of centralized implementation — without any commission revenue to us

Best suited for: Clients who prefer a comprehensive advisory partnership — covering planning, implementation, and review.