Fee Based Structure
Investment Management
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% |
NOTES:
- 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.
Goal Planning
Plan Type and Fee Schedule
Our annual goal planning fees are billed quarterly in advance
Simple | Moderate |
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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 |
NOTES:
- Actual fee is determined through our complexity matrix which will be presented and discussed as part of our goal planning consultation process.