Personalized Financial Services Trusted By Investors.
Bapi Majumder's AI-Based comprehensive financial planning solution is a perfect combination of advanced technology and the extensive experience of financial planning experts. As each client is unique, we develop a unique and customised plan for each of our clients.
FINANCIAL HEALTH CHECKUP
₹ 2,499
Half Yearly
Dedicated Wealth Manager
Comprehensive Financial Planning
Will & Estate Planning
Risk Management
Review Frequency (Quarterly)
Private Wealth Management (Only MF)
Rebalancing of Portfolio (Advisory & Execution)
Tax Filing
Chat With Expert
ASSISTED ADVISORY
Custom
Get a completely customised financial plan according to your unique requirement
Dedicated Wealth Manager
Comprehensive Financial Planning
Will & Estate Planning
Risk Management
Review Frequency (Quarterly)
Private Wealth Management (MF, Equity, PMS, AIF, Intl Equity, Unlisted Equity, Bonds, Debt & Alternate)
Rebalancing of Portfolio (Advisory & Execution)
Tax Filing
Chat With Expert