Comprehensive Financial Planning

You've Got Assets.
Now Get a Plan.

No two lives follow the same path, so we don't offer the same plan. Advice built around your finances, your goals, and your timeline. Every aspect of your personal wealth, managed together in one place.

View Pricing ↓
Who Is It For

More Than a Plan. A Partnership.

Voyager Plus is for those who have moved beyond just picking stocks and need their entire financial picture managed with care.

01

You're Building Serious Wealth

You have significant assets across equity, mutual funds, insurance, and real estate. You need it all to work together.

02

You're Planning for the Long Term

Retirement, children's education, estate planning. You need a clear roadmap, not just stock picks.

03

You Want One Trusted Advisor

One advisor who knows your entire financial picture. Not five different people managing five different silos.

How Does It Work?

Turning Complexity Into Clarity.

A structured, three-phase process that takes you from where you are today to exactly where you want to be.

Phase 1

Know Where You Stand

Understand before we advise.

  • Map every income stream, expense, asset, and liability
  • A discovery call to understand your life goals and priorities
  • Complete financial health assessment before a single recommendation is made
Phase 2

Build Your Strategy

A plan that fits your life, not just your portfolio.

  • In-depth analysis of your current financial position
  • Goal feasibility assessment across timelines and resources
  • A detailed asset allocation document aligned to your risk profile and objectives
Phase 3

Execute and Evolve

Your plan, in motion.

  • Handpicked instruments to fill each asset class bucket
  • Seamless execution with full transparency at every step
  • Monthly performance reports and quarterly strategy calls to keep you on track
Pricing

One Plan.
Your Entire Financial Life.

Voyager Plus · Annual Subscription
₹50,000
+ GST per year

Equivalent to ₹4,167 per month

Goal Based Financial Planning
Cash Flow Management
Tax Loss Harvesting
Monthly Performance Reports
Quarterly Strategy Calls
Dedicated Wealth Manager
₹1,00,000
+ GST per year

Equivalent to ₹8,333 per month

Goal Based Financial Planning for your entire family
Joint and individual goal planning
Cash Flow Management
Tax Loss Harvesting across family members
Monthly Performance Reports
Quarterly Strategy Calls

SEBI Registered · Estd. 1935 · INA000015747