Compare our services

 


scOpe of services

Asset Allocation

Investible Surplus Calculation

Consultation and Management of Existing Assets

Retirement Corpus Building

Debt Management

Life Insurance Estimation

Children's Education and Wedding Corpus 

Goal Management

Build an Emergency Fund

Number of reviews each year


Peakstart

₹5,000+Gst

One session 

N

Y

N

N

N

Y

N

One Goal  Only

Y

N

peakplan

₹15,000+GST

One session

Y

Y

N

N

Y

Y

Y

Y

Y

PeakPlan Review - Add on Service*

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peakdirect

1%

Assets under advice as fees -

Long Term Engagement

Y

Y

Y

N

Y

Y

Y

Y

Y

2 **

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peakfolio

NO Fee

Long term

engagement

Y

Y

Y

Y

Y

Y

Y

Comprehensive

Y

2 **

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*PeakPlan clients can avail PeakPlan Review sessions for a discounted price of ₹10,000*+GST/session. This option is exclusive to PeakPlan clients 
**Review every 4 months in the first year of the contract. From the second year, upon renewal of contract, the frequency of review sessions  will be based on the segment the client falls under