Investor Support Plans
Simple, structured support for disciplined long-term investors.
Essential Plan
₹3,000 / year
Best for new investors
- Account setup (MF / NPS / Demat)
- SIP & KYC assistance
- Annual portfolio report
- Email support
Structured Plan
₹8,000 / year
For growing investors
- Portfolio reporting
- Capital gains support
- 2 review discussions
- Goal tracking
- Priority support
Wealth Builder Plan
₹12,000 / year
For serious investors
- Detailed reporting
- Asset allocation tracking
- Semi-annual reviews
- Risk support
- Discipline guidance
Additional Services
Workshops: ₹999 – ₹2,999
Documentation Services: ₹500 – ₹2,000
VMValtera operates as a financial product distributor. Services are limited to
education, operational support, and implementation assistance.
We do not provide investment advisory services under SEBI regulations.
Structured wealth for serious investors 