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
₹25 Lakhs
Minimum investment

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
Most Popular
Premium
For serious investors
2.0%
Annual management fee
+ 20% performance fee above 12% returns
₹50 Lakhs
Minimum investment

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
₹1 Crore
Minimum investment

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 Plan2.5% annually
Premium Plan2.0% annually
Elite Plan1.5% annually

Management fees are calculated monthly and deducted quarterly from your portfolio.

Performance Fees
Essential PlanNo performance fee
Premium Plan20% above 12% returns
Elite Plan25% 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.