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Premium Services

Subscription: Model Portfolios - Mutual Fund

  • Conservative / Short Term Goal Portfolio (Up to 25% Equity, 3 Years)
  • Conservatively Aggressive  / Shorter Medium Term Goal Portfolio (Up to 50% Equity, 3-5 Years)
  • Moderately Aggressive / Longer Medium Term Goal Portfolio (Up to 75% Equity, 5-7 Years)
  • Aggressive / Long Term Goal Portfolio (Up to 100% Equity, 7-10 Years) Very Aggressive / Very Long Term Portfolio (Up to 100% Equity, 10+ Years)

Fees:

Flat ₹5,000 per year; Paid Upfront

Subscription: Model Portfolios - Equity

  • Large Cap
  • Multi Cap

Fees:

Flat ₹10,000 per year; Paid Upfront

Transaction Execution & Portfolio Record Keeping:

  • Transactions execution in MF Direct Plans and record keeping / maintaining/ updating the portfolio of holdings in a portfolio tracker
  • Transaction execution in other securities via no cost or low cost transaction platform
  • Assisting buying most value-for-money Insurance Policy Online, directly from the Insurance Company

Fees:

0.25% of the transaction value, min. ₹500

KYC & Other Investment Auxiliary Services:

Assistance in getting the KYC done for Investments and other Investments related services.

Fees:

Standard ₹500 per task; may increase depending on the complexity

Training Courses:

Theory and Practical Training about 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.

Fees:

Quoted based on scope of the Training


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