You've Got Assets.
Now Get a Plan.
No two lives follow the same path, so we don't offer the same plan. Advice built around your finances, your goals, and your timeline. Every aspect of your personal wealth, managed together in one place.
More Than a Plan. A Partnership.
Voyager Plus is for those who have moved beyond just picking stocks and need their entire financial picture managed with care.
You're Building Serious Wealth
You have significant assets across equity, mutual funds, insurance, and real estate. You need it all to work together.
You're Planning for the Long Term
Retirement, children's education, estate planning. You need a clear roadmap, not just stock picks.
You Want One Trusted Advisor
One advisor who knows your entire financial picture. Not five different people managing five different silos.
Turning Complexity Into Clarity.
A structured, three-phase process that takes you from where you are today to exactly where you want to be.
Know Where You Stand
Understand before we advise.
- Map every income stream, expense, asset, and liability
- A discovery call to understand your life goals and priorities
- Complete financial health assessment before a single recommendation is made
Build Your Strategy
A plan that fits your life, not just your portfolio.
- In-depth analysis of your current financial position
- Goal feasibility assessment across timelines and resources
- A detailed asset allocation document aligned to your risk profile and objectives
Execute and Evolve
Your plan, in motion.
- Handpicked instruments to fill each asset class bucket
- Seamless execution with full transparency at every step
- Monthly performance reports and quarterly strategy calls to keep you on track
One Plan.
Your Entire Financial Life.
Equivalent to ₹4,167 per month
Equivalent to ₹8,333 per month
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