Fees & Charges

Thanks to the nature of our business is distribution oriented, most of income comes from brokerage / commission and referral fees. 

MF Brokerage Disclosure (for clients only):

Further, for some stand-alone services below are the applicable Fees and charges. 

Appointment Booking Fees:  ₹500 (for a session of about 1 hour)

A small amount is collected mainly to avoid non-serious inquiries and this amount is fully REFUNDABLE if you invest with/through us or even if we are unable to provide you with the required solution  or unable to help you decide on appropriate investment.

Conveyance Charges: ₹500

This is applicable for  booking in-person visit to your place for on-demand meeting, documents pick-up,  etc

KYC & Other Investment Auxiliary Services: ₹500 per task (Std*)

Assistance in getting the KYC done for Investments and other Investments related services. ₹500 is standard minimum fees per task; may increase based on complexity of the task.

Upfront Brokerage on Mutual Funds: ₹1,000

Since the abolishment of Entry Load in mutual funds, SEBI has allowed Upfront commission to be paid directly by the investor to the AMFI / NISM certified / AMFI registered Distributors based on the investors’ assessment of various factors including the service rendered by the distributor. We may charge this fees on case to case basis (Typically, we charge this fees when the expected annual trail brokerage from the investment made by the investor  is less than ₹500).

All above  fees, except conveyance charges, will be fully waived-off, if  the investor's / client's annual income is up to 3 Lakhs.

Training/Coaching/Mentoring: Fees will quoted based on scope

Theory and Practical Training  on personal financial management and workshops on how to chose investments and execute investment transactions yourself like a professional. Training & coaching one-on-one basis or workshops for a small group of people.