Investment Advisory Services
Service Description
- Product Recommendations: Investment suggestions tailored to investment horizon, goals, risk profile, and market conditions.
- Research: In-depth research using advanced tools, AMC interactions, and insights from industry bodies and reputed publications.
- Implementation & Reporting: Transactions executed via backend software with client approval. Clients may also execute independently. Detailed performance reports available on desktop and mobile.
- Operational Support: Assistance with KYC updates, changes in contact or bank details, nominations, etc.
- Tax Efficiency: Advice considers tax situations, tax-loss harvesting, and exemption utilization.
- Comprehensive Reviews: Ongoing portfolio monitoring with semi-annual detailed reviews and annual goal reassessments. Additional reviews if needed.
Fee Structure
Fees are based on a percentage of AUA (Assets Under Advice), which includes Mutual Funds, PMS, AIFs advised or executed by us. It excludes Bank FDs, Government Schemes (PPF, NPS, etc.), stocks, or self-executed investments.
Liquid and Arbitrage Schemes
- Flat 0.10% per annum of AUA
Equity, Debt & Hybrid Schemes
| AUA Slab |
Annual Fee Rate |
| Less than ₹1 Cr | 0.60% |
| Less than ₹3 Cr | 0.50% |
| Less than ₹5 Cr | 0.40% |
| Less than ₹10 Cr | 0.30% |
| Above ₹10 Cr | 0.25% |
Billing & Payment
- Billing is done monthly or as mutually agreed.
- Automated payment via e-mandate available. Manual payment also allowed.
- Fees calculated based on the slab client falls into at end of billing period (not slab-wise progressive).
Fee Determination Illustration
(Assumes AUA is for non-liquid/arbitrage schemes)
| AUA |
Fee % |
Annual Fee (₹) |
Monthly Fee (₹) |
| ₹10 Lakhs | 0.60% | 6,000 | 500 |
| ₹1 Crore | 0.50% | 50,000 | 4,167 |
| ₹2 Crores | 0.50% | 1,00,000 | 8,333 |
| ₹4 Crores | 0.40% | 1,60,000 | 13,333 |
| ₹7 Crores | 0.30% | 2,10,000 | 17,500 |
| ₹10 Crores | 0.25% | 2,50,000 | 20,833 |