Fee Based Structure
Tiered Fee Structure
Our investment management fees are deducted quarterly in advance from your account as follows.
|Investment Portfolios Under INR 25Lakhs Annualised|
|2.00%||Minimum Fee: Rs.10,000|
|Investment Portfolios Above INR 25Lakhs Annualised|
|Above Rs.25 lakhs and less than Rs.50 lakhs||1.75%|
|Above Rs.50 lakhs||1.50%|
- The above fees for portfolios Rs. 25 lakhs and over.
- In certain situations, additional fees may apply for non-managed accounts.
- Portfolios in excess of Rs.25 lakhs have Goal Planning included in the fee.
Plan Type and Fee Schedule
Our annual goal planning fees are billed quarterly in advance
|One Goal||2 or 3 goal|
|Simple Tax Situation||Moderate Tax Situation|
|Simple Asset Structure||Moderate Asset Structure|
|Rs.1,000 – Rs.2,500||Rs.3,000 to Rs.5,000|
|Suitable to clients under Rs.10 lakhs||Suitable to clients between Rs.10 lakhs and Rs.50 lakhs|
- Actual fee is determined through our complexity matrix which will be presented and discussed as part of our goal planning consultation process.