Fees & Charges

MF Brokerage Disclosure:

The schemes that our customers invest through us are of Regular Plans which involves payment of commission by the respective AMCs to us. The level of service provided or any recommendations made by us are not influenced by the amount of commissions received. This data is provided only for informational transperancy purposes as per the regulatory requirements.

Mutual Funds' Brokerage will not exceed the SEBI prescribed limit .Below are the range of trail brokerage rates (inclusive of 18% GST) we are paid for various types of Mutual Fund Schemes:

Liquid, Ultra Short Term, Money Market Funds: 0.02% to 1%
Short Term Debt Funds : 0.1% to 0.75%
Other Debt Funds: 0.2 to 1%
Hybrid Funds: 0.5% to 1.5%
Equity Funds: 0.5% to 1.75%
Index Funds: 0.3% to 1%
For the MFs & SIFs distributed as a Sub-distributor we get paid up to 70% of the brokerage payble to the Principal/National Distributor (FundsIndia/Wealth India Financial Serives Pvt Ltd.). The brokerage disclosure of FundsIndia can be accessed here.

Detailed & Exact Brokerage Rates
Access Restricted to our clients & Prospects only!

All the details about remunerations can be seen here.

Access restricted to our clients & prospects only. They can access this information by logging in to their Google Account with the email ID registered with us (If you don't have a Gmail ID or Google Account, you can create one at Google, free of cost with your existing email ID, even if it is a non-Gmail one. If you are a cleint of ours or a prospect and trying to access with the email ID registered with us, but still not able to access, then you can "request access" after logging in to your Google account, with email ID registered with us.

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

Assistance/guidance in stand-alone KYC services for Investments or any other assistance with regards to your existing/old Investments done elswwhere. ₹500 is standard minimum fees per task; may increase based on complexity of the task.

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.

Refund Policy