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Explore our value offerings
*Green Build and Green Edge depends on portfolio size
Green Start
0₹A 15 minute consultation to kick start your journey with our expert having 15+ years of experience averaging 15%+ annual returns.Free Plan- Financial goals and Risk Profile analysis
- Consultation and Recommendations
- Tailored Mutual Fund Strategies
Green Build
0₹Personalised Portfolio Planning and weekly discussions with our experts.Free Plan- Asset Allocation Strategy
- Detailed Risk Allocation and Goal Mapping
- Fund recommendations with rationale
- Tax efficiency guidance
- Onboarding and Execution Support
Green Edge
0₹Premium advisory with daily reviews, thematic insights, tax strategies and ESG-aligned investment opportunities.Free Plan- Everything in Green Build +
- Weekly Portfolio Review and Rebalancing
- Goal Planning Reports (eg: Retirement, Child Education)
- Tax Planning Session (eg: Capital gains harvesting, 80C)
- Thematic Investing Insights (eg: Green Energy, India Growth)
- ESG Scorecard for Portfolio (align values with investment)
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