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Features Basic Goal Based Plan Comprehensive Plan Information
Price 5,000 for first year and 2,000 per year for subsequent renewals 15,000 for first year and 10,000 per year for subsequent renewals  
Financial Health Assessment Yes Yes Assessment of your present financial situation and identification of problem areas.
Goals Identification Yes Yes Identification and quantification of your financial goals like retirement, home, education, marriage, vacation etc
Risk Profiling Yes Yes Determination of your risk tolerance using a scientific risk profiling tool.
Contingency Planning Yes Yes Creation of a contingency fund to deal with emergencies.
Risk Management No Yes Risk Management using life, health, personal accident, critical illness insurances
Retirement Planning No Yes Calculation of Retirement Corpus and creation of a plan to achieve it.
Additional Goals Planning 1 Additional Goal 6 Additional Goals Number of additional financial goals covered in the plan.

Features Price
Basic Goal Based Plan 5,000 for first year and 2,000 per year for subsequent renewals
Comprehensive Plan 15,000 for first year and 10,000 per year for subsequent renewals
Information
Features Financial Health Assessment
Basic Goal Based Plan Yes
Comprehensive Plan Yes
Information Assessment of your present financial situation and identification of problem areas.
Features Goals Identification
Basic Goal Based Plan Yes
Comprehensive Plan Yes
Information Identification and quantification of your financial goals like retirement, home, education, marriage, vacation etc
Features Risk Profiling
Basic Goal Based Plan Yes
Comprehensive Plan Yes
Information Determination of your risk tolerance using a scientific risk profiling tool.
Features Contingency Planning
Basic Goal Based Plan Yes
Comprehensive Plan Yes
Information Creation of a contingency fund to deal with emergencies.
Features Risk Management
Basic Goal Based Plan No
Comprehensive Plan Yes
Information Risk Management using life, health, personal accident, critical illness insurances
Features Retirement Planning
Basic Goal Based Plan No
Comprehensive Plan Yes
Information Calculation of Retirement Corpus and creation of a plan to achieve it.
Features Additional Goals Planning
Basic Goal Based Plan 1 Additional Goal
Comprehensive Plan 6 Additional Goals
Information Number of additional financial goals covered in the plan.
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