| Offered Services |
| Price |
| Online Wealth Management |
| Customized Goal Planning |
| Risk Profiling |
| Comprehensive Financial Planning for Family |
| Evaluation of Existing Planning |
| Cash-flow & Net worth Report |
| Tax Planning |
| 2nd Opinion |
| PMS |
| Periodic Review |
| Speak With Planner |
| Video Conferencing with Experts |
| Knowledge Webinar With Experts |
| News Letter |
| Subscription Price |
|
| SILVER |
| 1250/month |
| yes |
| Any 2 Goal |
| yes |
| no |
| no |
| yes |
| no |
| yes |
| no |
| yearly |
| yes |
| no |
| yes |
| yes |
| 1250/month |
|
| GOLD |
| 2000/month |
| yes |
| yes |
| yes |
| yes |
| yes*1 |
| yes |
| no |
| yes |
| no |
| Every six month |
| yes |
| no |
| no |
| yes |
| 2000/month |
|
| PLATINUM |
| 3000/month |
| yes |
| yes |
| yes |
| yes |
| yes*2 |
| yes |
| yes |
| yes |
| yes** |
| Quarterly Once |
| yes |
| yes |
| yes |
| yes |
| 3000/month |
|
