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%
This advisory is suitable for those in the following situations.
Planning fee: Rs. 41000 - Rs. 80000
This fee is fixed and depends on the life stage and complexity involved in the planning.
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:
The advisory fee will be charged on an hourly basis at Rs. 3000 per hour.
This advisory engagement fee will be based on assets under advisement (AUA).
Retainer fee: This fee will be a fixed one and will be based on AUA. This retainer fee will escalate @ 6% p.a.
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.
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
Copyright © 2019 FinIntellect- All Rights Reserved