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.