- 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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