Family Financial Services
Couple/Family Financial Plan
- Best suited for working couples
- Family Goal setting
- Couple risk Profiling
- Infographic report
- Family Insurance planning
- Retirement planning
- Financial Wellness score
- Quarterly Phone/Virtual meetings
- One-year support validity
- Fees inclusive of taxes
CONTACT US FOR MORE DETAILS
Holistic Financial
Plan
- Best suited for complete family planning
- In-depth Golden 5 Planning
- Children education planning
- Vacation Planning
- Tax planning
- Optimise Cash-flow
- Dedicated Investment Manager
- Customized Goal setting
- Risk Profiling
- Infographic report
- Insurance planning for self & dependants
- Retirement planning
- Financial Wellness score
- Quarterly Phone/Virtual meetings
- One-year support validity
- Fees inclusive of taxes
CONTACT US FOR MORE DETAILS
Renewal Charges after stipulated time for the ongoing financial plan is Rs.5000 every year forward
Apart from above services we also provide
Our Services
Get in Touch
FIPRO Education And Investments,
2nd floor, No, 805, Nagarabhavi Main Rd, Syndicate Bank Colony, Govindaraja Nagar Ward, Mudalapalya,Vijayanagar, Bengaluru,Karnataka 560072
