What is PeakPlan ?
When you have the blueprint for your life ready – the car, the house, the university for your children – but you could do with an expert strategy to accomplish it, PeakPlan is the service for you. It provides a deep dive into what you have, what you need to do and how to get you there. We’ll give you a master plan, and you get to execute it. This is an advice-only, one-time service that provides you with a comprehensive plan to steer you towards your goals.
Benefits of choosing PeakPlan
Services included in PeakPlan
Risk Management
Risk Management
- Emergency fund
- Health Insurance
- Life Insurance
Specific Goal Planning
Specific Goal Planning
Creating a plan for specific goals such as childrens’ education, buying a car or house etc
Tax Planning
Tax Planning
Tax optimization and advice
Wealth Creation
Wealth Creation
- Streamlining existing mutual fund portfolio
- Portfolio construction
- Asset allocation
Expense and Debt Management
Expense and Debt Management
- Debt management
- Cash flow planning
PeakPlan Review (optional)
PeakPlan Review
Optional service available for PeakPlan clients charged separately at a discounted price of ₹10,000 + GST
Retirement Planning
Retirement Planning
- Building a retirement corpus
- Assessing capacity for a worry-free retirement
Budgeting
Budgeting
Calculating Investible Surplus
The ideal
PeakPlan client
You are 35 years of age or below
You do not require recurring consultations with a planner
You prefer to pay a flat fee for the financial advice
You are proficient in implementing plan recommendations by yourself
You pay a one-time fixed fee of ₹15,000+GST *after signing the agreement
*The fees published here are for the year 2022-23. In the subsequent years, the fees are subject to change
Sign up now for PeakPlan
Frequently asked questions
You pay a fixed fee of ₹15,000+GST upon signing the agreement.
You will receive one planning session. This session will be scheduled for two hours.
- Following prerequisites must be met before scheduling the new plan session:
- The session will be scheduled only on receipt of a completed template with required data from you. Necessary documents must be kept handy or shared with the template.
- After receiving the template, the planner will review it and identify inadequate or missing information. The planner will subsequently inform you over an email to share the same.
- PeakAlpha will schedule the new plan session after the above prerequisites are met.
- Recommendations and reports will be based only on information shared and made available by you to the planner on or before the date of the plan.
- A financial planning report documents the recommendations provided by the financial planner in the session.
- After the new plan session, a signed financial planning report is sent to you.
- A one-hour discussion will be scheduled after the report is sent.
- PeakAlpha will not incorporate any fresh data once a report has been sent out. Hence the report discussion will only be based on inputs received from the shared template and during the planning session.
In this service, you will have access to two planning hours plus a one-hour report discussion.
No implementation support will be provided under this model. You will be responsible for implementing the recommendations on your own.
Financial plans bear fruit when reviewed periodically. You can avail PeakPlan Review sessions for a discounted price of ₹10,000*+GST/session. This option is exclusive to PeakPlan clients.
*The fees published here are for the year 2022-23. In subsequent years, the fees are subject to change