What is PeakStart ?

PeakStart is our financial planning starter kit to empower you to make the right choices in how you spend, save, and invest, from your first cheque onwards. Our tailor-made plans will give you the first-mover advantage to create a financially secure future and achieve your goals. This is an advice-only one-time service to get you started on your journey towards financial independence.

 

Benefits of choosing PeakStart

Services included in PeakStart

Risk Management

Risk Management

  • Emergency fund
  • Health Insurance
  • Life Insurance

Budgeting

Budgeting

Calculating Investible Surplus

Tax Planning

Tax Planning

Tax Optimizing under Sec 80C & 80D

Goal Planning

Goal Planning

Advice for any one financial goal (Wealth accumulation towards one financial goal except retirement and children’s education)

The ideal

PeakStart client

You are 25 years of age or below

You do not require recurring consultations with a planner

You prefer to pay a fixed fee to avail the service

You are confident about implementing recommendations by yourself

You pay a one-time fixed fee* of ₹5,000+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 PeakStart

Frequently asked questions

1. What are the fees for PeakStart?

You pay a flat fee of ₹5,000+GST upon signing the agreement (for one session)

2. How many sessions will a client have with an investment advisor?

You will receive one planning session. This session will be scheduled for one hour.

3. What is a goal planning report?

  1. A  goal planning report documents the recommendations provided by the financial planner in the session. A report will be generated after your new plan session.
  2. The report will be signed by the financial planner.
  3. A report discussion will be scheduled after the report is sent to you.
  4. PeakAlpha will not incorporate any fresh data once the report has been sent out. Hence report discussion will only be based on inputs received during the new plan session.

4. What is the total duration of the session?

You will have access to a one-hour planning session and a report discussion will subsequently be scheduled for half an hour.

5. What kind of implementation support can you expect for recommendations?

No implementation support will be provided under this model. You will be responsible for implementing the recommendations on your own.