Pricing

BlueFolio Consulting Plans

Empowering Every Investor — From Salaried Individuals to High-Net-Worth Clients

At BlueFolio, we believe financial consulting should be accessible, transparent, and customized. Our plans are crafted for every stage of your financial journey — whether you’re starting your wealth-building path or managing large portfolios. Each plan includes personalized insights, structured strategies, and practical tools to help you take charge of your financial goals.

Complimentary Plan

Free Financial Health Check-Up

₹0.00 / One-Time

(One-time Consultation)

Ideal for: Anyone who wants to know their current financial fitness.

Purpose:

To make people aware of where they stand financially and what areas need improvement.

Start Now

5-minute questionnaire
Personalized Financial Health Score
Awareness of key improvement areas
Free call invite to discuss insights
Personalized Financial Health Score
No support
No support

Why this plan exists:

To create awareness, build curiosity, and start the journey of financial improvement with zero commitment.

Foundation Plan

For Salaried Professional and individuals

₹999.00 / Session

(One-time Consultation)

Ideal for: Salaried professionals, beginners, and middle-income families

Purpose:

This plan helps individuals gain clarity on where their money goes, how to control spending, and how to start investing smartly.

Start Now

Personalized Financial Health Score
Review of income–expense balance
Emergency fund setup guidance
Insurance and tax-saving awareness
Short-term goal-based budgeting plan
1 follow-up call for review
No support
No support

Why this plan exists:

To help individuals build the right financial habits early and avoid mistakes like over-spending, poor insurance, and random investments.

Growth Plan

For Self-Employed & Mid-Income Families

₹3,999.00 / Month

(3-Month Program)

Ideal for: Business owners, freelancers, or dual-income families with multiple financial goals.

Purpose:

To bring structure and clarity to irregular income, debt, investments, and long-term planning.

Start Now

Cash flow analysis & monthly income discipline
Debt restructuring and EMI optimization
Family insurance coverage review
Investment readiness and goal-mapping
Tax planning awareness & deductions roadmap
Quarterly financial performance tracker
Email support

Why this plan exists:

To help self-employed clients stabilize cash flow and align family goals with smart money habits.

Strategic Plan

For Upper-Middle & High-Income Professionals

₹9,999 / quarter

Ideal for: Senior professionals, HNIs (High Net-worth Individuals), or clients with diverse portfolios.

Purpose:

To streamline and optimize existing investments, taxes, and long-term wealth strategy with detailed analysis.

Portfolio structure & asset mix awareness
Risk profiling and diversification analysis
Retirement planning framework
Tax efficiency and wealth protection strategies
Annual expense & savings optimization chart
Access to monthly financial performance insights

Why this plan exists:

To prevent wealth leakage, improve returns through balance, and bring professional discipline to existing investments.

Elite Wealth Program

For Investors & Business Owners with ₹50L+ AUM

₹24,999 / quarter

(By Invitation Only)

Ideal for: HNI individuals, seasoned investors, and business owners with diversified portfolios.

Purpose:

To deliver a comprehensive wealth awareness dashboard — combining risk evaluation, portfolio balance, and legacy planning insights.

Detailed wealth analysis across asset classes
AUM mapping and goal-aligned portfolio review
Consolidated report on risk, return & liquidity
Tax optimization & succession planning roadmap
Priority consulting access and annual review meets
Portfolio structure & asset mix awareness

Why this plan exists:

To provide HNIs with a single-point, data-backed, confidential financial clarity platform — without any fund management.

BlueFolio is an independent financial education platform and is not registered with SEBI as an Investment Adviser or Research Analyst.

Information shared here is for educational and informational purposes only.

Users should seek professional advice from SEBI-registered experts before making investment decisions.