Transparent Pricing
Choose the plan that best fits your investment goals. No hidden fees, no surprises
– just transparent pricing aligned with your success.
Essential
Perfect for growing portfolios
2.5%
Annual management fee
No performance fees
What's Included:
- Quarterly portfolio reviews
- 24/7 online portfolio access
- Email support (48-hour response)
- Basic tax reporting
- Diversified equity portfolio
- Dedicated relationship manager
- Alternative investments
Premium
For serious investors
2.0%
Annual management fee
+ 20% performance fee above 12% returns
What's Included:
- Monthly portfolio reviews
- Dedicated relationship manager
- Priority phone support (24-hour response)
- Advanced tax optimization
- Multi-asset class portfolio
- Quarterly strategy calls
- Alternative investments
Elite
For high net worth individuals
1.5%
Annual management fee
+ 25% performance fee above 15% returns
What's Included:
- Weekly portfolio monitoring
- Senior portfolio manager
- 24/7 concierge support
- Estate planning assistance
- Alternative investments access
- Monthly strategy meetings
- Custom investment solutions
Fee Structure Details
Complete transparency in our pricing with no hidden costs or surprise charges.
Management Fees
Essential Plan
2.5% annually
Premium Plan
2.0% annually
Elite Plan
1.5% annually
Management fees are calculated monthly and deducted quarterly from your portfolio.
Performance Fees
Essential Plan
No performance fee
Premium Plan
20% above 12% returns
Elite Plan
25% above 15% returns
Performance fees are only charged when we exceed the specified benchmark returns.
What's NOT Included
Transparency means telling you about all potential costs upfront.
Transaction Costs
- Brokerage charges (typically 0.1-0.5%)
- STT, stamp duty, and other statutory charges
- Mutual fund expense ratios (if applicable)
Optional Services
• Tax filing assistance (₹10,000 annually)
• Estate planning consultation (₹25,000)
• Insurance review (₹5,000)
Note: All transaction costs are passed through at actual cost with no markup. We maintain complete
transparency in all charges.
Ready to Get Started?
Schedule a consultation to discuss which plan is right for your investment goals.