Once you pay the fixed fee of Rs. 999 + Taxes, we will schedule your call with our advisor. The advisor will review your portfolio based on your needs, risk profile, quality of funds and accordingly provide you with a list of actions to optimize your portfolio.

Your portfolio will be reviewed half yearly and a report will be sent to you. If you require, the report/actions can be discussed over the phone too. Apart from that you can call/chat/email your advisor anytime for any queries or advise.

You will also get a dedicated customer relationship manager whom you can call/chat for any technical or operational support.