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Pricing

Advisory Fee Structure

(Inaugral Discounted Rates for first 50 clients only – subject to increase in future). 

We’ve structured our fees into three tiers—Platinum, Gold Standard, and Silver Basic—to suit different portfolio sizes and client needs. Fees apply based on your Assets Under Advisory (AUA) at the start of the financial year, with fixed rates for portfolios up to ₹25 lakhs and percentage-based for higher amounts. Billing occurs twice a year, in arrears, excluding taxes (added per current laws). Pay via NEFT, RTGS, IMPS, UPI, or other SEBI-approved digital methods—no cash accepted.

Platinum Tier

 

Band
Up to ₹25 Lacs
₹25 Lacs–₹1 Cr
₹1–5 Cr
₹5–10 Cr
₹10 Cr+
Year 1 ₹35,000 1% 0.75% 0.60% 0.45%
Year 2 ₹30,000 0.9% 0.65% 0.50% 0.35%
Year 3+ ₹25,000 0.70% 0.55% 0.40% 0.25%

Gold Standard Tier

Band Up to ₹25 Lacs ₹25 Lacs–₹1 Cr ₹1–5 Cr ₹5–10 Cr ₹10 Cr+
Year 1 ₹28,000 0.75% 0.65% 0.50% 0.40%
Year 2 ₹23,000 0.65% 0.55% 0.40% 0.30%
Year 3+ ₹20,000 0.60% 0.50% 0.35% 0.25%

Silver Basic Tier

Band Up to ₹25 Lacs ₹25 Lacs–₹1 Cr ₹1–5 Cr ₹5–10 Cr ₹10 Cr+
Year 1 ₹25,000 0.70% 0.60% 0.50% 0.40%
Year 2 ₹22,000 0.60% 0.50% 0.45% 0.35%
Year 3+ ₹20,000 0.50% 0.45% 0.40% 0.30%

Key Notes:

  • Portfolios ≤ ₹25 lakhs use a flat fee model.

  • Above ₹25 lakhs: Fees as % of AUA.

  • Base fee on opening portfolio value at financial year start.

  • Billed bi-annually in arrears; taxes extra per regulations.

  • Digital payments only (NEFT/RTGS/IMPS/UPI or SEBI modes).

Ready to Begin?

Unsure which tier matches your portfolio? Let’s chat—reach out today to find the perfect fit. Whatsapp: +91-8920216573

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