As a fiduciary adviser, we get paid for advice — not for pushing products. Our fee schedule is simple, published, and designed so larger relationships pay a lower effective rate. Women and senior citizens get 40% off.
You should always know what you pay, why you pay it, and what you get. Three principles guide every engagement.
We are a SEBI Registered Investment Adviser. Our job is to work for you — research, allocation, rebalancing, tax-aware decisions — not to earn trailing commissions on the side.
As assets under advisory grow, the percentage fee steps down. You keep more of the compounding; we stay aligned to growing the relationship, not churning it.
Women and senior citizens receive a 40% concession on the applicable advisory fee — because long-term wealth building should be accessible, not exclusive.
Annual advisory fee on Indian assets under advisory. GST applies as applicable.
Whichever is higher, plus GST as applicable. Protects quality of advice on smaller AUM while staying fair as balances approach ₹5 Cr.
On assets under advisory, plus GST as applicable. Full research desk, portfolio construction, and ongoing reviews at a clear percentage of AUA.
On assets under advisory, plus GST as applicable. Lower rate for large family-office style relationships where scale and complexity both rise.
0.75% would be ₹1.5 lakh. Flat fee is also ₹1.5 lakh. You pay ₹1.5 lakh + GST (same either way).
0.75% = ₹3 lakh, which is higher than ₹1.5 lakh. You pay ₹3 lakh + GST (percentage wins).
For global investing sleeves advised in US dollars. Rates step down as your international book grows.
Entry band for building a global core — US equities, ETFs and diversified international exposure under advisory.
Lower rate once your global book crosses a million — more capital, tighter percentage.
Institutional-style pricing for substantial offshore wealth, still with the same fiduciary standard.
Wealth advice should not favour only one demographic. We bake inclusion into the fee schedule.
Eligible clients receive 40% off the applicable India or global advisory fee band. Confirmation happens at onboarding with standard documentation. GST, where applicable, is charged on the discounted fee.
Every engagement includes the core work of a fiduciary wealth partner.
Goal-linked allocation, rebalancing discipline, and structured review cycles — not ad-hoc product pitches.
CFA-led research across Indian and global markets, with clarity on risk, overlap, costs and tax impact.
A dedicated client partner plus specialist support — so you always know who to call when markets or life change.
₹1.5 lakh per year + GST as applicable, or 0.75% of assets under advisory — whichever is higher.
₹5–25 crore: 0.75% of AUA. ₹25–100 crore: 0.50% of AUA. GST applies as applicable.
Up to USD 1M: 1.75%. Above USD 1M: 1.25%. Above USD 5M: 0.75% of assets under advisory.
Women and senior citizens. Eligibility is confirmed at onboarding; the concession applies to the advisory fee band for your engagement.
Published rupee and percentage fees are before GST. GST is charged as applicable under Indian tax law.
Share your approximate India and global AUM — we will map the exact fee, apply any concession you qualify for, and walk through what the engagement includes.