Our Offerings / Plan Kuber
Plan Kuber
Exhaustive personal financial advisory for a year.
What's included
- 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
Get onboarded in 3 easy steps
- Take the free risk assessment test
- KYC and Investor Agreement signing
- Payment of fee
That's it, in three easy steps.