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 info
Upto 3 per category
Upto 6 per category
Personalised
Personalised
Overall Portfolio info
Upto Rs 50,000
Unlimited
Unlimited
Unlimited
Switch To Direct info
Free
Free
Free
With Fund Review info
Systematic Plans info
SIP
SIP
SIP, STP, SWP
SIP, STP, SWP
Family Portfolio info
No
No
Yes
Yes
Asset Allocation Advice info
No
No
Yes
Yes
Market Alerts info
No
No
Yes
Yes
Complete Financial Plan info
No
No
No
Yes
Fund Tracking info
No
No
No
Yes
Asset Rebalancing info
No
No
No
Yes
Tax Gain/Loss Harvesting info
No
No
No
Yes
Advisory Support info
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 Investor123



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.