How is this different from a plan I'd get elsewhere?

Modified on Fri, 7 Aug at 4:02 PM


  • Self-serve — a short survey, no back-and-forth over email.
  • One SIP covering all your goals, instead of a separate plan per goal.

  • Your existing assets are counted towards your goals, so you only plan for the gap.

  • Asset allocation is set to your risk tolerance across equity, flexi cap, debt and gold.

  • Your portfolio is reviewed periodically to check you're still on track.

  • An advisor call is available if you want to go deeper.

  • All of this is Free of cost.

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