Fee Packages

Blue Package

Blue

Free



PLAN FEATURES

  • Presentation on financial planning
  • Research based fund selection
  • Executing the transactions
  • Updates on your investments on a regular basis - On Request
  • Developing goal based Investment Policy statements
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  • Reporting frequency of the portfolio with market commentary
    Available only at office
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silver

Silver

Rs.10,000

First Year

PLAN FEATURES

  • Presentation on financial planning
  • Research based fund selection
  • Executing the transactions
  • Updates on your investments on a regular basis
  • Developing goal based Investment Policy statements
  • Constructing a portfolio with appropriate asset allocation
  • Online access to the portfolio
  • All services provided at door step of the client
  • Reporting frequency of the portfolio with market commentary
    Half yearly
  • Annual review of the plan and developing an updated plan with updated Investment Policy statements (IPS)
    Review IPS and Investments
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  • Complete service on old investments and insurance
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  • Subsequent years Fee - Rs. 7000
gold

Gold

Rs.20,000

First Year

PLAN FEATURES

  • Presentation on financial planning
  • Research based fund selection
  • Executing the transactions
  • Updates on your investments on a regular basis
  • Developing goal based Investment Policy statements
  • Constructing a portfolio with appropriate asset allocation
  • Online access to the portfolio
  • All services provided at door step of the client
  • Reporting frequency of the portfolio with market commentary
    Quarterly
  • Annual review of the plan and developing an updated plan with updated Investment Policy statements (IPS)
  • Comprehensive financial planning for the client including budgeting, risk profiling ,asset allocation, insurance planning and tax planning
  • Unique AWAKEN program for the client
  • Presenting a written financial plan
  • Complete service on old investments and insurance
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  • Subsequent years Fee - Rs. 15,000
platinum

Platinum

Rs.40,000

First Year

PLAN FEATURES

  • Presentation on financial planning
  • Research based fund selection
  • Executing the transactions
  • Updates on your investments on a regular basis
  • Developing goal based Investment Policy statements
  • Constructing a portfolio with appropriate asset allocation
  • Online access to the portfolio
  • All services provided at door step of the client
  • Reporting frequency of the portfolio with market commentary
    Monthly
  • Annual review of the plan and developing an updated plan with updated Investment Policy statements (IPS)
  • Comprehensive financial planning for the client including budgeting, risk profiling ,asset allocation, insurance planning and tax planning
  • Unique AWAKEN program for the client
  • Presenting a written financial plan
  • Complete service on old investments and insurance
  • Unique AWAKEN program with estate planning (Creation of will) for the client
  • Advisory on alternate investments such as real estate, new businesses, private equity etc.
  • Need based interaction with fund managers, tax consultants and advocates
  • Special invitations to seminars, meetings with Investment experts and financial planning experts
  • Subsequent years Fee - Rs. 25,000