Advisory Services & Fees
Financial planning
- 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
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
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
- 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
- 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.