Fees
One fee for the whole family. Paid only by you.
I don't sell products and I don't take commissions from anyone. The fee you pay is my only income from your family.
Fee structure
To start
₹20,000
Once, when the agreement is signed. Covers the first three months: the check-up and the plan.
Then, every quarter, from month 4
- Investable assets up to ₹75 lakh₹3,750a quarter
- Investable assets ₹75 lakh to ₹2.5 crore₹5,000a quarter
- Investable assets ₹2.5 crore to ₹5 crore₹6,250a quarter
- Investable assets ₹5 crore to ₹10 crore₹7,500a quarter
Above ₹10 crore: the upfront and quarterly fees are as agreed.
Included
What the fee covers
Terms
The fine print, in plain words
- When you pay
- The upfront fee is paid when the agreement is signed. The quarterly fee is collected by auto-debit (UPI AutoPay or e-NACH) with your consent.
- Stopping
- You can stop at any time by cancelling the auto-debit. The quarter already paid is not refunded.
- Your band
- The band is set from the investments I advise on, valued at onboarding, and reviewed yearly with 30 days' notice of any change.
- How you pay
- Fees are paid only through banking channels, never in cash, and only against a signed agreement.
SEBI limits: under the fixed-fee mode an adviser may charge up to ₹1,51,000 per family per year, and may take fees in advance for at most one year.
Questions about fees? Ask me on the call.
Start with a 30-minute call on Google Meet.