Choose the depth of advice you need.
From a one-time portfolio review to a full year of goal-based planning across investments, insurance and tax. Every plan is fee-only, with no commissions.
Quick comparison of plansPlan Kuber
Exhaustive personal financial advisory for a year.
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- Long-term financial planning that accounts for short and medium-term goals
- Portfolio creation and review, inclusive of your existing portfolio
- Health and life insurance advisory
- Complete tax advisory, as in the annual tax consultancy plan
Plan Prime
Purely investment advisory for a year.
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- Long-term financial planning that accounts for short and medium-term goals
- Portfolio creation and review, inclusive of your existing portfolio
Plan Uno
One-time portfolio review and a customized recommendation.
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- Review of your existing portfolio
- Recommendation of a customized portfolio
- Recommendation of SIPs, if they suit you
Plan Optimum Tax
Annual tax consultancy.
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- Advance tax advisory to avoid high penal interest
- Help choosing your income tax regime so investments can be planned around it
- Advisory on reinvestment after immovable property sale, twice a year
- Filing your ITR
What's included in each plan
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| Criteria | Kuber | Prime | Uno | Optimum Tax |
|---|---|---|---|---|
| Risk assessment (before onboarding) | ||||
| Ascertainment of annual cash flows | ||||
| Identification of goals and retirement horizon | ||||
| Review of existing portfolio (if any) | ||||
| Recommending a one-time customized portfolio, including SIPs | ||||
| Active portfolio creation, monitoring and review through the year | ||||
| Checking adequacy of life insurance and recommending a plan | ||||
| Checking adequacy of health insurance and recommending a plan | ||||
| Annual tax advisory (advance tax, income tax regime option) | ||||
| Filing of ITR |
Not sure which plan fits?
Take the free risk assessment or talk to us, we will point you to the right one honestly.