Plans and Pricing

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Assets Under Advice (AUA)FREE
Rs 1,999/-
Below Rs 10L Rs 10L - 25LRs 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
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        Alternative Investments
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        Pre-IPO Investments
        Liquidity Management
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        Loans (Home, Personal etc.)
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Portfolio Rebalancing
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Insurance Advisory
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DIY Stocks Transactions
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