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Advisory Services & Fees

Financial planning

One Year

  • Emergency fund planning
  • Current financial state analysis
  • Loan management planning
  • Insurance planning
  • Investment planning^ for life goals
  • Retirement planning 
  • Tax planning
  • Goal prioritization
  • Cash flow analysis
  • Review of plan
  • Financial consultancy

Planning fee: Rs. 20000 - Rs. 40000

This fee is fixed and depends on the life stage and complexity involved in the planning.

^Includes Mutual funds, ETFs, Bonds, and no stock advisory.

#Single-mother family discount -10%

HNI Portfolio Advisory

One Year

This advisory is suitable for those in the following situations.

  •  Individuals with an investable surplus of  Rs 2 crores and above 
  •  Individuals who have financial assets worth 2 crores and above. 

Planning fee: Rs. 41000 - Rs. 80000

This fee is fixed and depends on the life stage and complexity involved in the planning.

One-time Financial Advice

4 weeks

This is suitable for a DIY investor who needs guidance on certain financial matters or for a small investor whose personal wealth is less than 10 Lakhs. 

One-time financial advice is given on the following:

  • Concise financial plan
  • Review of the current plan
  • Review of stock & MF portfolio
  • Review of Insurances & ULIPs
  • Debt management
  • Taxation aspects
  • Retirement advice
  • Investment plan
  • Any Personal financial issue

The advisory fee will be charged on an hourly basis at Rs. 3000 per hour.

Investment Planning

One Year

  • Risk profiling
  • Analysis of current investments, returns & fees
  • Identify gaps, risks, and issues in the current portfolio
  • Develop an investment strategy to suit your profile
  • Goal prioritization
  • Goal-based investment planning 
  • Tax planning

This advisory engagement fee will be based on assets under advisement (AUA).

Retainer Plan

One Year

  • Bi-annual review 
  • Tracking progress and performance of investments
  • Review of investment portfolio
  • Review of asset allocation plan
  • Portfolio rebalancing
  • Advice on new  investments
  • Financial consultancy

Retainer fee: This fee will be a fixed one and will be based on AUA. This retainer fee will escalate @ 6% p.a.

Annual Advisory Engagement slab & fee limit

Assets under advisement (AUA) - Rs. 20 Lakhs and Rs. 50 Lakhs: Rs. 20,000


Assets under advisement (AUA) - Rs. 50 Lakhs and Rs. 1 crore: Rs. 30,000


Assets under advisement (AUA) - Rs. 1 crore and Rs. 2 crores: Rs. 40,000


Assets under advisement (AUA) - Rs. 2 crores and Rs. 4 crores: Rs. 60,000


Assets under advisement (AUA) - Rs. 4 crores and Rs. 6 crores: Rs. 80,000


Assets under advisement (AUA) of Rs. 6 crores and above: Rs. 1,10,000

Assets under advisement (AUA) include surplus cash for investments, bonds, Corporate deposits, NPS, SGBs, Financial assets of Gold/Silver, Mutual Funds, stocks, ETFs, bonds, and REITs/ InvITs.

Want to know more about my advisory services?

Click here to schedule your initital meeting with me

Testimonials from my clients

Connect With Us

J SATHEESH KANNAN

Registered Investment Adviser With SEBI

(Registration Number: INA200013503) 

Registration Type - Individual

Validity -Perpetual

 SEBI – Bengaluru Local Office 

Address- # 80/1 1st Main Road, B Channasandra, BANGALORE, KARNATAKA, 560016 

Contact Mail IDs - jrmskannan@gmail.com & info@finintellect.in

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