PREMIUM SERVICES

Now YOU can Appoint a SEBI - Registered Investment Adviser (SEBI RIA) as your Personal Family Financial DOCTOR - a Certified Financial Planner CFP® , a Chartered Financial Analyst CFA® and a Chartered Wealth Manager CWM®

Best Value
F.F.C.A. Membership with SEBI RIA
150,000₹
Every year
+₹25,000 F.F.C.A. Service Booking Deposit
Financial F.R.E.E.D.O.M. Coaching & Advisory (F.F.C.A.) 1-Year Membership
30 day free trial
- 🌟 Work with your 'Certified Financial Planner CFP®
- 🌟 Chartered Financial Analyst CFA®
- 🌟 Chartered Wealth Manager CWM®
- 🌟 NISM & CRISIL - Certified Wealth Manager
- ✅ Complete Financial Check-up and Diagnosis
- ✅ Complete Financial Plan (Detailed & Integrated)
- ✅ Financial Goals Planning & Tracking
- ✅ Retirement Planning
- ✅ Investment Planning & Financial Literacy
- ✅ Risk & Insurance Planning (Detailed)
- ✅ Estate & Legacy Planning (Detailed)
- ✅ Dedicated WhatsApp Chat with the Advisory Team
- ✅ Strong SEBI Cyber Security & Confidentiality Practices
- ✅ SEBI RIA Fee = 1.5% of Assets under Advice (A.U.A.)*
- 🌟Remaining Payment will be made after Calculating A.U.A.
- 🌟*Use Code FFCA33 for 33% OFF on Annual F.F.C.A. Membership
- 🌟100% Full Unconditional MONEYBACK Guarantee within 30 Days

*This service will auto-renew after each 1-year period. If you wish to discontinue after any 1-year period, do let us know. We're always here to help.

PREMIUM SERVICES

F.F.C.A. Membership with SEBI RIA