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.

Have a Question? Ask our Scholar?

    Disposal of complaints Annual
    Year Carried forward Received Resolved Pending
    2019 - 2020 0 0 0 0
    2020 - 2021 0 0 0 0
    2021 - 2022 0 0 0 0
    Grand Total 0 0 0 0
    Contact us directly at shabbir@sensageonline.com for assistance with any queries, complaints or grievances. We will ensure your grievance is resolved within 30 days. If you feel that your grievance is not redressed satisfactorily, you may lodge a complaint with SEBI through the Scores website or the SEBI Scores app for Android or iOS.
    Disposal of complaints Monthly
    Month Carried forward Received Resolved Pending
    February-2021 0 0 0 0
    March-2021 0 0 0 0
    April-2021 0 0 0 0
    May-2021 0 0 0 0
    June-2021 0 0 0 0
    July-2021 0 0 0 0
    August-2021 0 0 0 0
    September-2021 0 0 0 0
    October-2021 0 0 0 0
    November-2021 0 0 0 0
    December-2021 0 0 0 0
    January-2022 0 0 0 0
    Grand Total 0 0 0 0
    Contact us directly at shabbir@sensageonline.com for assistance with any queries, complaints or grievances. We will ensure your grievance is resolved within 30 days. If you feel that your grievance is not redressed satisfactorily, you may lodge a complaint with SEBI through the Scores website or the SEBI Scores app for Android or iOS.
    Disposal of complaints Current Month
    Received From Pending- last month Received Resolved Total pending Pending > 3M Avg. resolution time
    Investors 0 0 0 0 0 0
    SEBI Sources 0 0 0 0 0 0
    Other Sources 0 0 0 0 0 0
    Grand Total 0 0 0 0 0 0

    Disposal of complaints Monthly

    Disposal of complaints Annual

    Contact us directly at shabbir@sensageonline.com for assistance with any queries, complaints or grievances. We will ensure your grievance is resolved within 30 days. If you feel that your grievance is not redressed satisfactorily, you may lodge a complaint with SEBI through the Scores website or the SEBI Scores app for Android or iOS.
    Investor Charter
    Vision

    Invest with knowledge & safety.

    Mission

    Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.

    Details of business transacted by the Research Analyst with respect to the investors

    1. To enter into an agreement with the client providing all details including fee details, aspect of Conflict of interest disclosure and maintaining confidentiality of information.
    2. To do a proper and unbiased risk – profiling and suitability assessment of the client.
    3. To obtain registration with Know Your Client Registration Agency (KRA) and Central Know Your Customer Registry (CKYC).
    4. To conduct audit annually.
    5. To disclose the status of complaints in its website.
    6. To disclose the name, proprietor name, type of registration, registration number, validity, complete address with telephone numbers and associated SEBI regional/local Office details in its website.
    7. To employ only qualified and certified employees.
    8. To deal with clients only from official number.
    9. To maintain records of interactions, with all clients including prospective clients (prior to onboarding), where any conversation related to advice has taken place.

    Details of services provided to investors (No Indicative Timelines)

    ● Onboarding of Clients

    1. Sharing of agreement copy
    2. Completing KYC of clients

    ● Disclosure to Clients

    1. To provide full disclosure about its business, affiliations, compensation in the agreement.
    2. To not access client’s accounts or holdings for offering advice.
    3. To disclose the risk profile to the client.

    ● To provide investment advice to the client based on the risk-profiling of the clients and suitability of the client

    Details of grievance redressal mechanism and how to access it

    1. In case of any grievance / complaint, an investor should approach the concerned Investment Adviser and shall ensure that the grievance is resolved within 30 days.
    2. If the investor’s complaint is not redressed satisfactorily, one may lodge a complaint with SEBI on SEBI’s 'SCORES' portal which is a centralized web based complaints redressal system. SEBI takes up the complaints registered via SCORES with the concerned intermediary for timely redressal. SCORES facilitates tracking the status of the complaint.
    3. With regard to physical complaints, investors may send their complaints to: Office of Investor Assistance and Education, Securities and Exchange Board of India, SEBI Bhavan, Plot No. C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (E), Mumbai - 400 051.

    Expectations from the investors (Responsibilities of investors)
    ● Do’s

    1. Always deal with SEBI registered Investment Advisers.
    2. Ensure that the Investment Adviser has a valid registration certificate.
    3. Check for SEBI registration number. Please refer to the list of all SEBI registered Investment Advisers which is available on SEBI website in the following link: SEBI.
    4. Pay only advisory fees to your Investment Adviser. Make payments of advisory fees through banking channels only and maintain duly signed receipts mentioning the details of your payments.
    5. Always ask for your risk profiling before accepting investment advice. Insist that Investment Adviser provides advisory strictly on the basis of your risk profiling and take into account available investment alternatives.
    6. Ask all relevant questions and clear your doubts with your Investment Adviser before acting on advice.
    7. Assess the risk–return profile of the investment as well as the liquidity and safety aspects before making investments.
    8. Insist on getting the terms and conditions in writing duly signed and stamped. Read these terms and conditions carefully particularly regarding advisory fees, advisory plans, category of recommendations etc. before dealing with any Investment Adviser.
    9. Be vigilant in your transactions.
    10. Approach the appropriate authorities for redressal of your doubts / grievances.
    11. Inform SEBI about Investment Advisers offering assured or guaranteed returns.

    ● Don'ts

    1. Don’t fall for stock tips offered under the pretext of investment advice.
    2. Do not provide funds for investment to the Investment Adviser.
    3. Don’t fall for the promise of indicative or exorbitant or assured returns by the Investment Advisers. Don’t let greed overcome rational investment decisions.
    4. Don’t fall prey to luring advertisements or market rumors.
    5. Avoid doing transactions only on the basis of phone calls or messages from any Investment adviser or its representatives.
    6.Don’t take decisions just because of repeated messages and calls by Investment Advisers.
    7. Do not fall prey to limited period discount or other incentive, gifts, etc. offered by Investment advisers.
    8. Don’t rush into making investments that do not match your risk taking appetite and investment goals.
    9. Do not share login credential and password of your trading and demat accounts with the Investment Adviser.