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Start your Financial Planning

We have helped more than 2,000+ families to plan for their future. Start your journey of wealth creation with one of most trusted names in personal finance space in India.

We offer 3 financial planning packages to our clients

Starter - RS 4999

Get your detailed and basic financial health checkup done. Best package for someone who wants to know their financial health

Standard- RS 11999

Get your complete financial planning done along with products recommendations & complete goal planning with action checklist. Best for investors looking to detailed financial planning.

Premium - RS 17,499

Its complete end to end financial planning package for serious investors who need review and moniroting support for long term wealth creation. Ideal for quality investors who want get into a robust structure and get need a dedicated mentor for long term.

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Financial Planning Service - Choose your Package

Financial Planning - Starter

Rs 4,999 + GST

  • Data Discussion
  • Get your Score out of 100
  • Discussion on 15 pre-defined parameters
  • Action Checklist

Financial Planning - Standard

Rs 11,999 + GST

  • Data Discussion
  • Get your Score out of 100
  • Discussion on 15 pre-defined parameters
  • Detailed Discussion on Financial Goals
  • Mutual Funds Portfolio with Fund Names
  • Risk Profiling & Equity Orientation Call
  • 1 yr Support

Financial Planning - Premium

Rs 17,499 + GST

  • Data Discussion
  • Get your Score out of 100
  • Discussion on 15 pre-defined parameters
  • Detailed Discussion on Financial Goals
  • 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
  • Portfolio Reviews + Regular Touch Base
  • Dedicated Relationship Manager
  • Invitation to our Offline Workshops
  • Premium Content & Training Material
  • Option 1 : Invest with us & pay no yearly fees
  • Option 2 : Pay 0.5% of portfolio/yr as revew fees

* Note : There might be some investors, whose financial life is very complicated and they do not fit our fees strucutre, in which case the fees will vary and we will give them custom quote.

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

Any Doubts? Talking always helps !

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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