As a SEBI-Registered Investment Adviser, we work on a fee-only basis. We earn nothing from commissions or product sales — our only compensation is the advisory fee you see below, so our advice stays aligned with your interests alone.
A flat annual advisory fee covering full financial planning, portfolio advice and ongoing reviews.
0.50% per year on the portion of assets between ₹1 cr and ₹5 cr, added to the ₹50,000 base.
0.35% per year on the portion of assets between ₹5 cr and ₹10 cr.
0.25% per year above ₹10 cr, with your total fee capped — it never rises beyond the maximum.
Applies to every advisory relationship, regardless of portfolio size.
A hard ceiling — your fee never exceeds this, however large your portfolio.
How your fee is calculated. Fees are charged in slabs, like income tax: each rate applies only to the portion of assets within that band, not to the whole portfolio. Your fee is always the higher of the ₹50,000 minimum or the slab calculation, and never more than the ₹5,00,000 maximum.
*Above fees is for Resident Indian clients. Fees for NRI is different due to complexities involved.
** Fees is exclusive of GST. GST charges @18% extra.