Inclusions

• Risk Profiling

• DIY Financial Tools

• Asset Allocation based on risk profile

• Goal-Based Investment Planning

• Tax Planning

• Multi-Product Platform

• Digital Transactions (Desktop & App.)

• Periodic Portfolio review & rebalancing

• Online Support

• Support on Phone Call

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Inclusions

• Customized Financial Plan

• Risk Profiling

• Asset Allocation based on risk profile

• Goal-Based Investment Planning

• Tax Planning & Filing**

• Dedicated Relationship Manager

• Periodic Financial Plan review 

• Online & Offline transaction support

• Multi-Product Platform

• Portfolio Dashboard (Desktop & App.)

• Periodic Portfolio review & rebalancing