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FinMo Chalo FinCheck Karo
Know when to stop working for money, start enjoying life
Get financial analysis for the family through FinCheck, a unique family wealth advisory service. The first of its kind financial advisory services that helps you to a peaceful life. Earn enough while you are strong, create assets that liberates you and helps pursue your passion, use your time for a bigger cause. FINCHECK is like a Master health check-up which gives you clarity on your family finances. FINCHECK helps you plan
Family Goals & Gaps: Know the funds your family needs in future, save-targets from now, be it one time or monthly
Summary of Family Cash Position: Current family status of earnings/spend/savings/ savings growth vis-à-vis targeted earnings/spend/savings/savings growth to achieve future needs
Summary of family assets position: Analyse net-worth for the right ratio of property & financial assets to ensure growth of net-worth. Rationalising investment to know if it is generating desired returns & suggest restructuring
Overall summary: Explain the understanding on the overall financial standing of the family and expert recommendations for immediate and future actions, which is well documented
Timely Review: Periodic review to track and assist during all decision making processes as the requirement and real time situations change
Choose your net worth levels from the below table, get your FinCheck done
INDIAN FAMILIES
FinCheck options Product details Product features and fees
FinCheck Solo FinCheck Solo Basic: For Family Annual Income of less than 10 Lakhs i. Pay Rs.1000+gst on UPI after registering
ii. Get a access to portal enter data & see final report
FinCheck Solo Premium: For Family Annual Income of less than 10 Lakhs i. Pay Rs.5000+gst on UPI after registering
ii. Get a access to portal enter data ang see final
FinCheck Annual: Net-worth growth@10% per year For Families with Net-worth up to 10 Cr i. Fee Rs.10,000 annual renewal
ii. 4 Quarterly reviews
iii. Any time on demand service through the year
For Families with Net-worth 10-25 Cr i. Fee Rs.20,000 annual renewal
ii. 4 Quarterly reviews
iii. Any time on demand service through the year
For Clients with Net-worth >50 Cr i. Fee Rs.50,000 annual renewal
ii. 4 Quarterly reviews
iii. Any time on demand service through the year
OVERSEAS INDIAN FAMILIES
FinCheck options Product details Product features and fees
Fincheck – Solo FinCheck Premiun i. Pay Rs.5000+gst on UPI after registering
ii. Get a access to portal enter data and see final report
FinCheck – Annual (Net-worth growth@10% per year) For Clients with Net-worth up to 10 Cr i. Fee Rs.10,000 annual renewal
ii. 4 Quarterly reviews
iii. Any time on demand service through the year
For Clients with Net-worth 10-25 Cr i. Fee Rs.20,000 annual renewal
ii. 4 Quarterly reviews
iii. Any time on demand service through the year
For Clients with Net-worth >50 Cr i. Fee Rs.50,000 annual renewal
ii. 4 Quarterly reviews
iii. Any time on demand service through the year