Pricing for Private Wealth Advisory
Transparent. Independent. Aligned.At Elystar Investment Management, we believe investment advice should be transparent, independent, and aligned with our clients' long-term interests. Our advisory fees are based on the Assets Under Advisory (AUA), ensuring our success remains aligned with the long-term growth and stewardship of your portfolio.As a fee-based Investment Adviser, we do not receive commissions or incentives from product manufacturers. Every recommendation is guided solely by your financial objectives and best interests.
Complete Portfolio Advisory
Our complete advisory service covers your complete securities market portfolio, enabling us to provide holistic advice across asset allocation, portfolio construction, risk management, and ongoing portfolio oversight.| Advisory Service | Half-Yearly Fee |
|---|---|
| Advice on Mutual Funds, ETFs, Global Investments, and other eligible investment products | 0.20% of AUA |
| Advice on Elystar Proprietary India Equity Portfolios | 0.60% of AUA |
Minimum advisory fee: ₹16,000 per half-year (inclusive of GST).
Focused Portfolio Advisory
If you require advice on only a specific portion of your securities market portfolio, we would be pleased to provide a customized engagement based on your investment amount and advisory requirements.Please contact us for a personalized quotation.Minimum investment amount for focused portfolio advisory: ₹1 crore.What's Included
Depending on the scope of your engagement, our advisory services may include:- Personalized financial planning
- Goal-based investment planning
- Strategic asset allocation
- Portfolio construction
- Investment advice across eligible market securities
- Portfolio monitoring and periodic reviews
- Performance reporting
- Goal tracking
- Ongoing advisory support
Additional Information
- All fees are inclusive of applicable GST.
- Existing advisory agreements remain unaffected by subsequent revisions to the fee schedule.
- Services outside the scope of investment advisory may require separate engagement with third-party professionals.
- Where advice includes Elystar Proprietary India Equity Portfolios, we will clearly disclose any potential conflicts of interest and proceed only with your informed consent.
- Additional terms and conditions are provided in the Investment Advisory Agreement.
- Investment advisory services are provided by the Elystar Investment Adviser department of Elystar Investment Management Private Limited in accordance with applicable SEBI regulations.