Our Plans

Well calculated, curated and designed just for YOU

Our Investment Plans

Find the plan that matches your financial goals and investment journey. Whether you’re just starting out or looking for advanced wealth strategies, we have an option for you.

Regular Plan

$ 999.99
  • Balanced portfolio with a mix of stocks, bonds, and index funds.
  • Annual portfolio review.
  • Access to investor webinars and market insights.
  • Standard customer support.

Compact Plan

$ 4999.99
  • Access to basic investment portfolios (stocks, bonds, mutual funds).
  • Guided financial planning resources.
  • Regular performance updates.
  • Email-only support.

Exclusive Plan

$ 9999.99
  • Diversified portfolio with exposure to equities, real estate, and ETFs.
  • Dedicated financial advisor.
  • Quarterly portfolio review & rebalancing.
  • Priority customer support.

Golden Plan

Unlimited
  • Access to global markets and alternative investments (hedge funds, venture capital, private equity).
  • Personalized wealth-building strategy.
  • Monthly portfolio analysis with real-time insights.
  • Tax optimization and retirement planning consultation.
  • 24/7 premium support.