Choose between DIY Mutual Funds, DIY Stocks & Personalised Goal Planning.
Do-it-yourself
For investors who want ready fund allocation.
✔ Starter Portfolio Kit ✔ Model Portfolio Access ✔ DIY Mutual Fund Bundle
What It Includes:
• Risk-based model portfolios • Fund list with allocation • Annual Need based rebalance update email • No personalization • No calls • No goal planning
₹999 per year
What You Get:
Who Is This For?
Self-directed investors who prefer structured model portfolios.
By Risk:
Conservative • Moderate • Aggressive
₹1,999 per year
What You Get:
Who Is This For?
Self-directed investors who prefer structured model portfolios.
By Risk:
Conservative • Moderate • Aggressive
₹2,499 per year
What You Get:
Who Is This For?
Self-directed investors who prefer structured model portfolios.
By Risk:
Conservative • Moderate • Aggressive
By Goal:
Retirement • Child Education • Tax Saving • Wealth Creation • Income Generation • Short Term Parking
Average Absolute Returns as of 1 September 2025
2 Large Cap, 1 Mid Cap, 1 Small Cap, 1 Global Fund
Average CAGR Returns as of 11 Jan 2026
Multicap-15 Stocks
Note: Each stock has different returns. This is average returns are taken. Where returns may differ as shown due to allocation of stocks.
For investors who want structured financial direction.
Comprehensive
₹25,000 per year
Yearly
Minimum Portfolio: ₹10 lakh
What You Get:
Premium
₹50,000 per year
Yearly
Minimum Portfolio: ₹50 lakh+
What You Get:
Simple & Scalable
₹6,000 – ₹12,000 per year
Yearly
Best For: Salaried professionals (₹8L–₹25L income)
What You Get:
Basic • Standard • Premium
Long-Term Wealth Builder
Best For: Clients with ₹1 crore+ portfolios
Minimum Portfolio: ₹1 crore
High Income, Low Clients
₹15,000 – ₹30,000 per year
Yearly
Pick One Niche:
IT professionals • Doctors • NRIs • Business owners
What You Get: