Our Services

Personal finance is the process of planning and managing personal financial activities for example income, spending, saving, investing, and protection.
This planning is not just about the amount.
It also watch at ones habits, priorities and nature.
Often it’s personal values that take precedence such as careless spending tendencies, force of habit and a general disinclination to save today for tomorrow will have a direct impact on how you manage your money.

Let us help to find right plan for you.

Basic Plan – Free

  • Financial Plan Creation.
  • Risk Profiling.
  • Review of existing assets and liabilities.
  • Investment Portfolio Planning.
  • Mode of Delivery: E-mail.
  • Estimated Delivery Time: 10 Days.

Silver Plan – ₹10,000/-

  • Financial Plan Creation.
  • Risk Profiling.
  • Review of existing assets and liabilities.
  • Discover Goals & Goal Planning.
  • Prioritization of Financial Goals.
  • Goal Affordability.
  • Goal/Insurance/Retirement Advice.
  • Proposed Asset Allocation.
  • Investment Portfolio Planning.
  • Investment in Mutual Fund Direct Plans.
  • Consultation for six months.
  • Mode of Delivery: E-mail.
  • Estimated Delivery Time: 2-3 weeks.

Gold Plan – ₹30,000/-

  • Detailed Review of Your Current Portfolio.
  • Detailed Review of existing assets and liabilities.
  • Risk Profiling.
  • Discover Goals & Goal Planning.
  • Prioritization of Financial Goals.
  • Goal Affordability.
  • Goal/Insurance/Retirement Advice.
  • Proposed Asset Allocation.
  • Investment Portfolio Planning.
  • Recommendations on Right Insurance Plans (Health and Life).
  • Investment in Mutual Fund Direct Plans.
  • Recommendations on Tax Planning.
  • Recommendations on Right Investment Assets (Real Estate, MF, Stocks, Other Debt).
  • Personal meeting with our Co-Founders (Video Call).
  • Follow-up Personal Q/A with the Co-Founders on Chat.
  • Consultation for 1 year.
  • Mode of Delivery: E-mail.
  • Estimated Delivery Time: 4-5 weeks.

Getting started is easy. Use the contact form below to reach us!

Or you can even send us an email on Services@ProfitSolo.com