Spring Advisory
Discover expert financial strategies personalised just for you, and make smarter financial decisions.
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Financial PLanning
Model Portfolios
Comprehensive Financial Plan
Financial Planning by NS Wealth Solution
Our most extensive plan which gives a thorough examinatio of your financial status, offering holistic recommendations to address all financial aspects
View Plan
₹ 44,999/y
Incl. GST
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₹ 44,999/y
Incl. GST
FinSharpe Mutual Funds - Balanced
Model Portfolio by FinSharpe Investment Advisors
Momentum investing: Aiming to capitalize on market trends for potential growth. Mastering Factor Investing: Diversify, Adapt, and Grow with Wright Balanced.
View Portfolio
₹ 1,000/month
Incl. GST
Volatility
Low
Min. Investment
₹ 85,369 SIP
Return Period
1 month
Return Percentage
2.49%
View Portfolio
₹ 1,000/month
Incl. GST
Comprehensive Financial Planning - Indian Resident
Financial Planning by ARTHA FinPlan
Comprehensive financial planning provides stability, ability to face contingencies, and making your money work for you. It gives a roadmap for your future finances, goal achievements and helps you maintain standard of living throughout your life.
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₹ 18,000/y
Incl. GST
View Plan
₹ 18,000/y
Incl. GST
Mid & Small Cap Focus
Model Portfolio by FinSharpe Investment Advisors
A strategy for aggressive investors seeking a focused allocation towards Mid and Small Cap stocks
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₹ 1,000/m
Incl. GST
Volatility
High
Min. Investment
₹ 85,369 SIP
Return Period
1 month
Return Percentage
2.49%
View Portfolio
₹ 1,000/m
Incl. GST
Early planning for retirement
Financial Planning by NS Wealth Solution
For individuals interested in initiating retirement planning early with plenty of time on their side. The emphasis of this approach will be on accumulating savings and NOT distribution
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₹ 19,999/y
Incl. GST
View Plan
₹ 19,999/y
Incl. GST
Retirement Planning
Financial Planning by NS Wealth Solution
For those who have already retired or are within five years of retirement.
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₹ 39,999/y
Incl. GST
View Plan
₹ 39,999/y
Incl. GST
Starter Financial Plan
Financial Planning by NS Wealth Solution
For those with modest goals at this stage of their lives, the starter plan is perfect. It caters to individuals looking to delve into the planning process, including retirement planning, but prefer to begin with a specific set of goals.
View Plan
₹ 29,999/y
Incl. GST
View Plan
₹ 29,999/y
Incl. GST
Indian Bluechip Leaders
Model Portfolio by FinSharpe Investment Advisors
Invest in the stalwarts of India with a high market capitalisation and proven track record
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₹1,000/m
Incl. GST
Volatility
Medium
Min. Investment
₹ 90,470
Return Period
3 months
Return Percentage
-
View Portfolio
₹1,000/m
Incl. GST
Multi Asset Diversified
Model Portfolio by FinSharpe Investment Advisors
One portfolio built to last in all market conditions
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₹333/m
Incl. GST
Volatility
High
Min. Investment
₹ 6,867
Return Period
3 months
Return Percentage
5.32%
View Portfolio
₹333/m
Incl. GST
Large & Mid Cap Diversified
Model Portfolio by FinSharpe Investment Advisors
This strategy combines the best of both worlds - Fundamentally strong companies backed by Momentum
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₹1,000/m
Incl. GST
Volatility
High
Min. Investment
₹ 1,31,145
Return Period
2 months
Return Percentage
0%
View Portfolio
₹1,000/m
Incl. GST
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