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Our Offerings

Transparent Plans for Every Family

Choose the level of support that fits your family's needs. All plans include a complimentary first consultation.

Annual Plan
SageCircle Privilege Access
₹12,499 / year
  • Consolidated assets register
  • Free IT returns filing
  • Identifying lost assets
  • Investment management with quarterly review
  • Discount on other transactional services
  • Regular market updates
Get Started →
À la carte
Pay per service
Transactional Services
  • IT returns & queries
  • Demat of shares / mutual funds
  • Will / trust / gift deeds
  • KYC / nomination updates
  • Investment management with quarterly review
  • Transfer of assets on inheritance
  • Affidavits / legal heir certificates
  • Gazette notifications
Call for Pricing →
Annual Plan
Privilege Access for NRIs
₹57,499 / year
  • Property caretaking services
  • Broker coordination
  • Tenant shift in and out
  • Property maintenance assistance
  • Rental agreements
  • Society & property taxes
  • Free IT returns filing in India
  • Investment management with quarterly review in India
  • Discount on other transactional services
  • Regular market updates
Get Started →

All plans begin with a free, no-obligation consultation. Pricing shared after understanding your needs.