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 Assets Under Advisory (AUA), so our success remains tied to 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
For advice on Mutual Funds, ETFs, Global Investments, and other eligible investment products ► 0.20% of AUA
For advice on Elystar Proprietary India Stock 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: ₹5 crore.

What's Included

  • 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

FeesAll fees are inclusive of applicable GST.
Existing AgreementsExisting advisory agreements remain unaffected by subsequent revisions to the fee schedule.
Scope of ServicesServices outside the scope of investment advisory may require separate engagement with third-party professionals.
Conflicts of InterestWhere advice includes Elystar Proprietary India Stock Portfolios, we will clearly disclose any potential conflicts of interest and proceed only with your informed consent.
Advisory AgreementFinal terms and conditions are provided in the Investment Advisory Agreement.
RegulatoryInvestment advisory services are provided by the Elystar Investment Adviser department of Elystar Investment Management Private Limited in accordance with applicable SEBI regulations.