Price
We charge only upon approval of your financial plan or strategy and assurance in our methodology.
We offer two fee structures: ‘Asset Under Advice (AUA) Fee’, charged quarterly in advance for a 3 month period, or a ‘Fixed Fee’, charged semi annually in advance for 6 months period. The choice of fee structure depends on your AUA.
For an AUA below INR 0.20 Cr, the ‘Fixed Fee’ structure will apply. Once your AUA reaches INR 0.20 Cr or above, the ‘AUA Fee’ structure will apply. Clients on the Fixed Fee mode are required to switch to the AUA-based mode upon crossing the INR 0.20 Cr threshold.
Fixed Fee
INR 9,000/- for 6 months irrespective of AUA
AUA Fee Slabs
- INR 0.20 Cr to INR 1.00 Cr – 0.70% per annum
- INR 1.00 Cr to INR 5.00 Cr – 0.65% per annum
- INR 5.00 Cr to INR 10.00 Cr – 0.60% per annum
- AUA above INR 10.00 Cr – Negotiable with Cap provision on fees
Service Details
Fixed & AUA Fee Services
- Risk Profiling based on questionnaire
- Comprehensive Financial Planning & Investment Strategy including Strategic Asset Allocation
- Existing Portfolio Review & Investment Advice based on risk profile
- Access to research backed Portfolio funds and tailored portfolio recommendations
- Investment Policy Statement (IPS)
- Rebalancing and Tactical model recommendation within asset allocation based on market conditions
- Monthly Portfolio Reports for monitoring performance and progress of portfolioo
- Transactions in Direct Plans of Mutual Funds
- Nomination Audit
- Video Call Adviser Meeting – Introduction session plus on demand review meeting
- Dedicated Advisor
- In person meeting
- Quarterly Portfolio Review and Strategy Discussion
- Insurance Advisory