Financial packages
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Choose a package based on your financial goals. Fee-based, independent, time-bound advisory. We cover all of India.
All India Coverage Fee-Based Advisory Time-Bound Service Independent Advisors
Investment Kickstart
Start your investment journey right
- Goal mapping & financial health check
- SIP planning & fund selection
- Emergency fund strategy
- Basic insurance review
- Debt vs. investment prioritisation
₹499/ session
60 min sessionPortfolio Optimizer
Fine-tune your existing investments
- Portfolio health & overlap check
- Asset allocation review
- Rebalancing strategy
- Risk reassessment
- Underperforming fund audit
₹1,499/ session
90 min sessionTax Smart Planner
Keep more of what you earn
- ITR filing strategy
- Capital gains tax planning
- ELSS & 80C optimisation
- HRA & deduction review
- Advance tax planning
₹999/ session
60 min sessionNRI Financial Plan
India finance, simplified for NRIs
- NRE / NRO account guidance
- DTAA & tax optimisation
- FBAR / FATCA reporting
- Repatriation planning
- RSU / ESOP & LRS strategy
₹2,499/ session
90 min sessionRetirement Blueprint
Build a corpus that lasts
- Retirement corpus calculation
- NPS & EPF optimisation
- Systematic withdrawal strategy
- Senior citizen investment options
- Pension & annuity guidance
₹1,499/ session
90 min sessionWealth & Legacy
Protect and pass on your wealth
- Will drafting guidance
- Nomination & beneficiary review
- Estate & inheritance planning
- Term & health insurance audit
- Estate tax optimisation
₹2,499/ session
90 min sessionZeroBias Monthly Membership · ₹59/month
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After booking, we match you with the right advisor for your package. Transparent fees. No hidden charges. You pay the advisor through ZeroBias.