Pricing

Ultra Custom Pricing to Fit your Budget!

Impact Metrics of Balachandran Viswaram

Discover how our services translate into measurable success for clients.

141+
Clients Served
134+
Stocks Researched
109+
Portfolios Created

Flexible Pricing Plans for You

My pricing plans cater to diverse financial needs and goals.

Aura Pack

₹4999 / 10L / year

Mutual Funds Research and Folio Management

Future Set Today!

  • Retirement Planning
  • Portfolio via Mutual Funds
  • On demand Switching
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alpha Pack

₹1199 / stock

Equity Research, Stock Identification and Basket Set Up

Future Set Today!

  • Multibagger Stocks
  • Demat Readiness
  • Portfolio Software Setup
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sigma pack

₹499 / 10L / month

Equity & Mutual Funds Portfolio Management and Review

Future Set Today!

  • Lumpsum + Stock SIP
  • Intelligent Screener
  • Free Stock Replacements
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OMEGA pack

₹12000 / year

Hand Holding and Mentoring Program

Future Set Today!

  • Trading Set ups, Identify Trends and Strategy Suggestions.
  • Continuous Monitoring and Whatsapp 121 support.
  • Investment Support – Learn screening methods.
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BETA pack

₹999 one time

Learn Fundamentals of Stock Market

Future Set Today!

  • 8+ hours of learning content on stock markets, IPO, Investing, Mutual Funds.
  • Self Paced Learning.
  • Free one month trial of OMEGA Pack priced at 12000/year.
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LEGACY pack

₹0 Free of Cost

Traditional Mutual Funds, Bonds, FDs

Future Set Today!

  • Personalized Mobile App.
  • Supported via Mutual Fund Distributors.
  • Pensions, Insurance, Fixed Deposits, NCDs, Debentures, Invoice Discounting & MFs.
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LOAN Pack

₹499/Consultation

Loan Planning & Restructuring

Future Set Today!

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WILL Pack

₹9999 one-time

Estate Planning & Will Creation

Future Set Today!

  • Estate Planning
  • Creation of Will and other Legal Documents
  • In association with Advocates
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ALGO Pack

₹29999 one time

Create Algo Strategies

Future Set Today!

  • Create Algo strategies for you
  • One time costs, maintenance is free
  • SLA is 14 to 28 days for algo creation
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Hear from our satisfied customers sharing their experiences.

  • I highly recommend this wealth management advisor for their expertise, authenticity, and clear guidance on investments, insurance, and more. They’re approachable, listen to your unique needs, and provide practical, tailored solutions. Perfect for anyone looking for financial clarity and support with long-term planning!

    Helped me secure my financial future!
    Saju Nair (Zaju)
    Entrepreneur

  • A reliable, knowledgeable & genuine financial advisor who provided clear guidance on investments, insurances and so on. Approachable and offers practical solutions tailored to individual needs. Highly recommended for anyone seeking financial clarity and long-term planning support.

    Expert advice that truly made a difference.
    M S Meenakshy
    Professional