FEES
Investment Management
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 |
|---|---|
| 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.