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"Money isn't everything, but still we need it at every step of our lives."


At Rite plan, we are not doing something extraordinary; we are just helping you befriend your money. We strongly believe that we need to do away with the age old myth of "Paisa toh haath ki mail hai!!" (Translation: Money is nothing but dirt on the palms). To bring this Change, you need to map life goals to your money. Life Goals which begin with buying a bike,goes on till your Retirement planning as well; and everything that comes in between. It basically revolves around creating a plan to help you achieve your and your family's life in a way you've dreamt. That is Financial Planning.

Financial Cycle

Rite plan is a one in its own solution which lets you do your own personal Comprehensive Financial Planning with just a click of button. You can plan your finances without any external noise i.e. without any biased advice. And most importantly, Rite plan focusses primarily on how much should you invest rather than starting with the 2nd important question of where you should invest.

How it works

PRICING

Virtual

  • 2,999*
  • Get your Comprehensive Financial Plan prepared through any of the options - Call, Skype, Hangout. Fill a simple questionnaire and we will call you.

  • Know your risk profile
  • Know your appropriate asset allocation as per your risk profile
  • Know your Networth.
  • Set your own personalized goals.
  • How much you need for your retirement as per your lifestyle?
  • How much should you save for your retirement?
  • How much Insurance Cover you need?
  • How much should you save for your children's Education & Marriage.
  • Full Report on your Financial plan.
  • 3 Review Calls in 1 month with our Financial Planner.

Online - Most Popular

  • 499*
  • A Beginner. DO IT YOURSELF. Opt for Online Financial planning, which will give you a headstart and help you be organized with your finances.

  • Know your risk profile
  • Know your appropriate asset allocation as per your risk profile
  • Know your Networth.
  • Set your own personalized goals.
  • How much you need for your retirement as per your lifestyle?
  • How much should you save for your retirement?
  • How much Insurance Cover you need?
  • How much should you save for your children's Education & Marriage.
  • Full Report on your Financial plan.
  • Change details and generate report anytime within 1 year subscription.

In Person

  • 7,999*
  • Available in Bangalore only. A Comprehensive Financial Plan post discussion with your Certified Financial Planner.

  • Know your risk profile
  • Know your appropriate asset allocation as per your risk profile
  • Know your Networth.
  • Set your own personalized goals.
  • Priortize you goals with our help.
  • How much you need for your retirement as per your lifestyle?
  • How much should you save for your retirement?
  • How much Insurance Cover you need?
  • How much should you save for your children's Education & Marriage.
  • Cash Flow Report.
  • Full Report on your Financial plan.
  • 6 months of free review in case of any plan changes.