Pricing

Transparent

Pricing

Choose the plan that best fits your investment goals. No hidden fees, no surprises

 – just transparent pricing aligned with your success.

Essential

Perfect for growing portfolios

2.5%

Annual management fee

No performance fees

₹25 Lakhs

Minimum investment

What's Included:

  • Quarterly portfolio reviews

  • 24/7 online portfolio access

  • Email support (48-hour response)

  • Basic tax reporting

  • Diversified equity portfolio

  • Dedicated relationship manager

  • Alternative investments

Get Started

Premium

For serious investors

2.0%

Annual management fee

+ 20% performance fee above 12% returns

₹50 Lakhs

Minimum investment

What's Included:

  • Monthly portfolio reviews

  • Dedicated relationship manager

  • Priority phone support (24-hour response)

  • Advanced tax optimization

  • Multi-asset class portfolio

  • Quarterly strategy calls

  • Alternative investments

Get Started

Elite

For high net worth individuals

1.5%

Annual management fee

+ 25% performance fee above 15% returns

₹1 Crore

Minimum investment

What's Included:

  • Weekly portfolio monitoring

  • Senior portfolio manager

  • 24/7 concierge support

  • Estate planning assistance

  • Alternative investments access

  • Monthly strategy meetings

  • Custom investment solutions

Get Started

Fee Structure Details

Complete transparency in our pricing with no hidden costs or surprise charges.

Management Fees

Essential Plan

2.5% annually

Premium Plan

 

2.5% annually

Essential Plan

2.5% annually

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