Plans





 

Lite

For Beginner

Free

0/Yr.


Get Started


Silver

For Savvy Investor

Flat

499/Yr.


Start Trial


BEST VALUE


Gold

For Smart Investor

Flat



1,499/Yr.


Start Trial



Platinum

For Serious Investor

From

9,800/Yr.

Contact Advisor

upto 0.49% of Portfolio

Know more

Fund Selection
Upto 3 per category
Upto 6 per category
Personalised
Personalised
Overall Portfolio
Upto Rs 50,000
Unlimited
Unlimited
Unlimited
Switch To Direct
Free
Free
Free
With Fund Review
Systematic Plans
SIP
SIP
SIP, STP, SWP
SIP, STP, SWP
Family Portfolio
No
No
Yes
Yes
Asset Allocation Advice
No
No
Yes
Yes
Market Alerts
No
No
Yes
Yes
Complete Financial Plan
No
No
No
Yes
Fund Tracking
No
No
No
Yes
Asset Rebalancing
No
No
No
Yes
Tax Gain/Loss Harvesting
No
No
No
Yes
Advisory Support
No
No
Limited/Email
Dedicated SEBI Regd Advisor
 

Lite

For Beginner

0/Yr.


Get Started

Silver

For Savvy Investor

499/Yr.


Start Trial


Gold

For Smart Investor



1,499/Yr.


Start Trial

Platinum

For Serious Investor

9,800/Yr.

Contact Advisor

upto 0.49% of Portfolio


Know more


SIP: Systematic Investment Plan, STP: Systematic Transfer Plan, SWP: Systematic Withdrawal Plan
All plans provide Paperless Transactions, Zero Transaction Charges and Free Switch to Direct
GST of 18% will be added.







 

Lite

For Beginner



0/Yr.


Get Started

Silver

For Savvy Investor

499/Yr.


Start Trial
   
Fund Selection

(Scientific selection from 16000+ schemes)
3 per category
Upto 6 per category
   
Transactions

(Zero charges per transaction or SIP)
Upto Rs 50,000
Unlimited
   
Switch To Direct

(Switch to Direct Plans in Minutes)
Free
Free
   
Systematic Plans

( Automate your investments )
SIP
SIP
   
Family Portfolio

( Link and view family member portfolios)
No
No
   
Asset Allocation Advice

(↑ portfolio with asset-mix risk profile alignment)
No
No
   
Market Alerts

( Alerts based on market movements)
No
No
   
Complete Financial Plan

( Personalised plan for your life goals)
No
No
   
Fund Tracking

(↑ portfolio by removing bad perfomers)
No
No
   
Asset Rebalancing

( Reduce portfolio risk by strategic rotation)
No
No
   
Advisory Support

(↑ confidence by answering all queries)
No
No






 

Silver

For Savvy Investor

499/Yr.


Start Trial

Gold

For Smart Investor

1,499/Yr.


Start Trial
   
Transactions

(Zero charges per transaction or SIP)
Unlimited
Unlimited
   
Switch To Direct

(Switch to Direct Plans in Minutes)
Free
Free
   
Fund Selection

(Scientific selection from 16000+ schemes)
Upto 6 per category
Personalised
   
Systematic Plans

( Automate your investments )
SIP
SIP, STP, SWP
   
Family Portfolio

( Link and view family member portfolios)
No
Yes
   
   
Asset Allocation Advice

(↑ portfolio with asset-mix risk profile alignment)
No
Yes
   
Market Alerts

( Alerts based on market movements)
No
Yes
   
Complete Financial Plan

( Personalised plan for your life goals)
No
No
   
Fund Tracking

(↑ portfolio by removing bad perfomers)
No
No
   
Asset Rebalancing

( Reduce portfolio risk by strategic rotation)
No
No
   
Advisory Support

(↑ confidence by answering all queries)
No
Email






 

Gold

For Smart Investor

1,499/Yr.


Start Trial


Platinum

For Serious Investor

Starts At

9800/Yr.


Contact Advisor

Know more
   
Transactions

(Zero charges per transaction or SIP)
Unlimited
Unlimited
   
Switch To Direct

(Switch to Direct Plans in Minutes)
Free
With Fund Review
   
Fund Selection

(Scientific selection from 16000+ schemes)
Personalised
Personalised
   
Systematic Plans

( Automate your investments )
SIP, STP, SWP
SIP, STP, SWP
   
Family Portfolio

( Link and view family member portfolios)
Yes
Yes
   
   
Asset Allocation Advice

(↑ portfolio with asset-mix risk profile alignment)
Yes
Yes
   
Market Alerts

( Alerts based on market movements)
Yes
Yes
   
Complete Financial Plan

( Personalised plan for your life goals)
No
Yes
   
Fund Tracking

(↑ portfolio by removing bad perfomers)
No
Yes
   
Asset Rebalancing

( Reduce portfolio risk by strategic rotation)
No
Yes
   
Advisory Support

(↑ confidence by answering all queries)
Email
Dedicated SEBI Regd Advisor


SIP: Systematic Investment Plan, STP: Systematic Transfer Plan, SWP: Systematic Withdrawal Plan
All plans provide Paperless Transactions, Zero Transaction Charges and Free Switch to Direct
GST of 18% will be added.