Plans and Pricing
Growth | Growth Plus | ||||
---|---|---|---|---|---|
Assets Under Advice (AUA) | FREE Rs 1,999/- | Below Rs 10L | Rs 10L - 25L | Rs 25L - 50L | Above Rs 50L |
Fees as % of AUA per annum (incl. taxes) | 1.50% 2.00%
| 1.25% 1.75%
| 1.00% 1.50%
| 0.75% 1.25%
| |
Financial Health Assessment (FHA) | |||||
Existing Portfolio Analysis | |||||
Detailed Risk Profiling | |||||
Comprehensive Financial Planning | |||||
Stocks | |||||
Mutual Funds | |||||
Alternative Investments | |||||
Startup Investing | |||||
Pre-IPO Investments | |||||
Liquidity Management | |||||
Contingency Planning | |||||
Loans (Home, Personal etc.) | |||||
Dedicated Advisor | |||||
Portfolio Rebalancing | |||||
Review Frequency | Quarterly | ||||
Insurance Advisory | |||||
Real Estate Advisory | |||||
DIY Stocks Transactions | |||||
DIY MF Transactions | |||||
Dashboard Access | |||||
Tracking Stocks and MF Folios | |||||
Tax Planning & ITR Filing | FREE |