We provide Holistic Financial Planning by Organizing your finances and developing strategies to accomplish your financial goals
What Next?
| Service Type | Basic Fees* | Service Period |
| Comprehensive Financial Planning | ₹ 30,000/- onwards (including taxes) | One Year |
*May vary based on the complexity and time involved for case-to-case basis
For Investors who seek Investment advisory on lumpsum investments/ and subsequent investments, the advisory fee is as follows
| Assets Under Advice | Fee (per annum) |
| ₹ 30 Lakhs to ₹ 50 Lakhs | 0.90% of AUA |
| ₹ 50 Lakhs to ₹ 1 Crores | 0.75% of AUA |
| ₹ 1 Crores to ₹ 2 Crores | 0.60% of AUA |
| ₹ 2 Crores to ₹ 5 Crores | 0.45% of AUA |
| Above ₹ 5 Crores | 0.30% of AUA |
The applicable fee is payable on quarterly basis on advance. The fee is exclusive of applicable taxes.
| Sr. No | Received from | Pending atthe end of last month | Received | Resolved | Total Pending# | Pending complaints > 3 months | Average Resolution time^ (in days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other Sources (if any) | 0 | 0 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 |