Pricing
We charge investment advisory fees as a percentage of the Assets Under Advisory (AUA). This will help us dedicate the necessary time and effort required to advice well on your growing assets.
Fees for advice on your COMPLETE Securities Market portfolio:
| Advice Type | Half-yearly Fees |
|---|---|
| Advice related to various Investment Products such as Mutual Funds, ETFs, Global Products, etc. | 0.2% of AUA |
| Advice related to our Proprietary India Stock Portfolios | 0.6% of AUA |
Minimum fees is INR 16,000 per half-year. Fees shown includes GST.
Note: Conditions apply. Tasks outside investment advisory may require you to engage with third-party vendors separately. Fees subject to revision from time to time, however, agreements in force are not affected.
In case you wish to avail advice related to our proprietary India stock portfolios, or we recommend them to you, we will disclose the related conflicts of interest in detail to you before proceeding with your informed permission.
Fees for advice on a PORTION of your Securities Market portfolio:
Please contact us and we will provide you with a customized quote based on your investment amount and your overall portfolio details. Minimum fees for this is same as above.Note: Conditions apply. Tasks outside investment advisory may require you to engage with third-party vendors separately. Fees subject to revision from time to time, however, agreements in force are not affected.
In case you wish to avail advice related to our proprietary India stock portfolios, or we recommend them to you, we will disclose the related conflicts of interest in detail to you before proceeding with your informed permission.