⚡Membership Levels

AUA/AUM Based Services segregation

0-1 Cr

Tier	Team	Review	Services	Products
Level 01	CFP - Financial Fitness Consultant	Half yearly	Cashflow Analysis/Net-worth Analysis	Mutual Funds
Essential FinnFit membership			Financial goal Setting and planning	Fixed Income (Debt)
			Asset allocation in line with goals and risk profile.	P2P
			Risk / Insurance / Contingency planning
			Mapping of existing Investments
			Customized portfolio as per the Financial Goals.
			Monitoring,Rebalancing and Tracking/ Portfolio Tracker and Alerts
			Assistance/Hand Holding in Executing the plan
			Yearly update of Financial Plan
			Basic Estate Planning / Basic Tax Planning /Loan Management

1cr - 5cr

Tier	Team	Review	Services	Products
Level 2	CFP - Financial Fitness Consultant	Quaterly	Cashflow Analysis/Net-worth Analysis	Mutual Funds
Premium FinnFit membership	Portfolio Advisor		Financial goal Setting and planning	Fixed Income (Debt)
	Equity Specialist		Asset allocation in line with goals and risk profile.	P2P
			Risk / Insurance / Contingency planning	Structured Product
			Mapping of existing Investments	Direct Equity (min. 25L / 10%of portfolio)
			Customized portfolio as per the Financial Goals.	PMS (above 3cr+ portfolio)
			Monitoring,Rebalancing and Tracking/ Portfolio Tracker and Alerts
			Assistance/Hand Holding in Executing the plan
			Yearly update of Financial Plan
			Basic Estate Planning / Basic Tax Planning /Loan Management
			Wealth Audit
			Will Creation
			Advise on Existing Portfolio

5cr - 10cr

Tier	Team	Review	Services	Products
Level 3	CFP - Financial Fitness Consultant	Once in 2 months	Cashflow Analysis/Net-worth Analysis	Mutual Funds, Fixed Income (Debt), P2P
Preferred FinnFit membership	Portfolio Advisor		Financial goal Setting and planning	Structured Product, P2P, Direct Equity (min. 25L / 10%of portfolio)
	Equity Specialist		Asset allocation in line with goals and risk profile.	PMS
	Transaction Team		Risk / Insurance / Contingency planning	AFI
	1 to 1 Annual Meet with CEO/COO/Head of Advisory		Mapping of existing Investments	Investment Opportunity - Angel Investing
			Customized portfolio as per the Financial Goals.	International Investment - US
			Monitoring,Rebalancing and Tracking/ Portfolio Tracker and Alerts
			Assistance/Hand Holding in Executing the plan
			Yearly update of Financial Plan
			Basic Estate Planning / Basic Tax Planning /Loan Management
			Wealth Audit
			Will Creation
			Advise on Existing Portfolio

10cr +

Tier	Team	Review	Services	Products
Level 4	CFP - Financial Fitness Consultant	Monthly	Cashflow Analysis/Net-worth Analysis	Mutual Funds, Fixed Income (Debt), P2P
Elite FinnFit membership	Portfolio Advisor		Financial goal Setting and planning	Structured Product, P2P, Direct Equity (min. 25L / 10%of portfolio)
	Equity Specialist		Asset allocation in line with goals and risk profile.	PMS
	Transaction Team		Risk / Insurance / Contingency planning	AFI
	1 to 1 Annual Meet with CEO/COO/Head of Advisory		Mapping of existing Investments	Investment Opportunity - Angel Investing
			Customized portfolio as per the Financial Goals.	International Investment - US
			Monitoring,Rebalancing and Tracking/ Portfolio Tracker and Alerts	Investment Opportunity - PE
			Assistance/Hand Holding in Executing the plan
			Yearly update of Financial Plan
			Basic Estate Planning / Basic Tax Planning /Loan Management
			Wealth Audit
			Will Creation
			Advise on Existing Portfolio