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Fees & Charges

We believe that not all individuals require comprehensive advice on their finances. Someone starting a career or having large liabilities would like to have restricted advice. Others would like to test a financial planner's ability and then take comprehensive advice etc. Our advisory fees hence reflect the same. These are listed as follows:

Basic Advisory (Silver Plan):

The annual fees start at Rs 2,500. It covers initial comprehensive planning and two reviews in a year. Recommended for someone starting a career or has restricted investible surplus.

Comprehensive (Platinum Plan):

The annual fees start at Rs 10,000. It covers initial comprehensive planning, tax advisory services and monthly reviews. Recommended for entrepreneurs, senior level employees, NRIs & busy professionals.

Intermediate (Gold Plan):

The annual fees start at Rs 5,000. It covers initial comprehensive planning, tax advisory services and quarterly reviews. Recommended for someone who would like to have comprehensive advice but would like to gradually come in.

Kindly ask us a quote for the fees chargeable for your requirements.

Note:

1. There is no need to invest in financial instruments through us.

2. The billing is not for an individual but at a family level. A family generally comprises of husband, wife and dependent children.

3. The above fees are for a 12 months period from the date of first advice.

4. Clients can also opt for one time advice with us.