Start your Financial Planning

Plan your investments with proper planning and make sure your financial goals are met in future

Financial Planning Special
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Fees starts from only Rs 3,999

Our Financial Planning Packages

These are our 3 financial planning packages. Depending on the package you choose, you will get different kind of services and addons in the service.

Financial Planning Special
First Name*
Email*
Mobile*
City*
Yearly Income*
Time to Talk*
Which Package*
Your Requirement
Lead Source
Lead Status

Rs 3,999 + GST

Starters
Data Discussion
Financial Planning Report
Action Checklist

Rs 9,999 + GST

Standard
Data Discussion
Financial Planning Report
Action Checklist
Detailed Financial Goals Discussion
Mutual Funds Portfolio with Fund Names
Risk Profiling & Equity Orientation Call
One year Support

Rs 14,999 + GST (One time Fees)

Premium
Data Discussion
Financial Planning Report
Action Checklist
Detailed Financial Goals Discussion
Mutual Funds Portfolio with Fund Names
Risk Profiling & Equity Orientation Call
Exclusive 5 yr review plan
Active Monitoring of Portfolio
Old Mutual Funds Portfolio Analysis
Invitation to our Offline Workshops
Premium Content & Education Material
Priority Support
Option 1 : Invest through our platform (No review fees applicable for you)
Option 2 : Pay 0.5% of portfolio each year as review fees
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Testimonials from our Clients

I started my first SIPs in Novemnber 2011 at the age of 39. Frankly, how I wish I had started it much earlier...but better late than never.

However, my real story started when I came in contact with Jago Investor team. I contacted them first in October 2014 by searching on net.

Their financial health check up is a systematic approach to know where we stand today...After thoroughly going through all my so-called investments, they made many changes, made me stop bank FDs, old SIPs, Insurance policies & what not...and they devised a new financial plan for me.

Abhay Pagar, Ahmedabad
Abhay Pagar, Ahmedabad

It was indeed one of my biggest sigh of relief even before starting SIPs - it was when I registered myself with JagoInvester
I had been following JagoInvestor blog since 2 years and I knew I needed help.

My financial health check was an expected eye opener.

Eventually after a lot of calls and discussions when my first SIP was set up - i was further relieved. Now every month - I feel as eager to see my SIP deducted from my account, as much as I await my salary 🙂

Rachana Chokkapu, Gurgaon
Rachana Chokkapu, Gurgaon

 

Frankly, that has been the best decision of my life to work with Jagoinvestor Team.

They held my hand through the entire process, explaining each and every small detail, helping me creating goals, told me what I was doing wrong (made me sell the ULIP - that was a difficult frog to swallow ! ) and designed my investment plan.

I started out ambitiously, moving nearly 40% of my income into SIP's.

I've been doing it for a lot tole more than a year now, and it's been fabulous. In a year when the markets haven't moved much, we managed a decent growth of nearly 20 %

Niyaz Ashraf, CALICUT
Niyaz Ashraf, CALICUT

I was very apprehensive about investing in Mutual funds and the associated risks that come with them. But the Jago Investor team alleviated my fears and advised that long term investments usually cater to be profitable.

And even though my investments were not going to be that substantial, I did not see any discrimination in handling of my portfolio by the team.

Lastly I would like to say that the Jago Investor team is always available to you. I really appreciate their prompt responses in any given scenario.

Ayan Sarkar, Pune
Ayan Sarkar, Pune

Role of Financial Advisor in your Financial Life

Best Practices of Wealth Creation

We believe in educating our clients in the best possible manner. From time to time, you get access to premium videos and audio content created and curated by our team.

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Financial Goals we manage
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