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Premium Services (Value above ₹.10,000)
Basic Financial Planning Services
Value Financial Planning Services
MF Portfolio Review – Yearly Plan
Personalized Financial Coaching Services – Comprehensive
Personalized Financial Coaching Services – Advanced
Comprehensive Capital Gains Tax Optimization Service
Core Services (Value of ₹.5,000)
Year-End Financial Review & 2025 preparation
Special Needs Financial Planning
Divorce Financial Planning Services
Financial Planning for Single Parent
Debt Management and Consolidation
Employee Stock Option Plan (ESOP) Optimization
Starter Services (Value below ₹.5,000)
Financial Health Assessment
Virtual Lawyer Consultation on Estate Planning
Pro Will
Pro Will Plus
Salary restructuring optimization for tax efficiency
Children’s education planning (both domestic and international)
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