SEBI Reg. Investment Advisor

Download App

Help Center Pricing

Recent:

SEBI to consider revision of fee structure for market entities at board meeting by month end

14 Mar 2014 Evaluate

In order to meet expenses for its regulatory and investor-centric activities, Market regulator SEBI will soon consider a significant revision in the fees it charges from various entities. However, a final decision on the proposed revision, which includes pushing back the fees to the level seen before a reduction took place in 2009 for some intermediaries, would be taken by SEBI's board at a meeting scheduled for later this month.

The proposal to revise the fee structure is based on recommendations made by a Committee on Rationalization of Financial Resources (CRFR), which has submitted its report to market watchdog after detailed discussions and a 'thorough study' of various parameters. Further, it comes against the backdrop of lower volumes in primary as well as secondary markets, resulting in reduced fee collections.

As per the recommendations, the application fee for mutual funds can be hiked to Rs 5 lakh from the existing Rs 1 lakh, while registration fee is expected to remain steady at the current level of Rs 25 lakh. Besides, the panel has recommended that regulatory fee for stock exchanges having turnover in excess of Rs 10 lakh crore at Rs 1 crore plus 0.00006 per cent on turnover in excess of Rs 10 lakh crore. The overall regulatory fee would be capped at Rs 20 crore. For stock brokers, the proposal is to restore 2006 fee structure level -- charging a fee of Rs 20 per one crore of turnover.

As per SEBI’s estimates, the regulator's operational income (fees from intermediaries) is expected to be about Rs 165 crore in the current fiscal - ending March 31, 2014 and at about Rs 196 crore in the next financial year 2014-15. However, a revision in fee structure as per CRFR recommendations can boost SEBI's operational income to Rs 378 crore in 2014-15. Presently, SEBI is expected to post a deficit of Rs 66 crore on operational account in 2013-14, while the gap can further increase to about Rs 85 crore in next fiscal. However, a revision in fees can help SEBI post a surplus of about Rs 98 crore in the next fiscal 2014-15.

Further, total income for the year 2014-15 is estimated at Rs 372 crore, which would include Rs 196 crore as fees from intermediaries, Rs 158 crore as income from investments and about s 18 crore as miscellaneous income. However, after adoption of CRFR suggestions, the total estimated income can shore upto to Rs 554 crore, on account of an increase in fee income.

About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

Our Vision

To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.

What Makes MoneyWorks4Me Different

Fiduciary-first advisory model.
As SEBI-registered IAs, we are legally and ethically bound to act in the best interests of our clients. We do not sell or distribute any financial products. This ensures our guidance is 100% unbiased and conflict-free.
Deep fundamental research + robust valuation discipline.
Built on more than 15 years of equity research, our framework combines quality assessment, intrinsic value estimation, and a sensible margin-of-safety approach.
Process—not predictions.
We don’t rely on guesswork or market timing. Instead, we focus on asset allocation, risk management, and long-term compounding.
Technology + Human Intelligence.
We believe a combination of both is essential for investing success. We constantly innovate and upgrade in-house tools, financial X-rays, and portfolio analytics so that our team of analysts and advisors are equipped with the best.
Partner with Clients.
We follow a DIWM (Do-It-With-Me) approach where we partner clients in setting goals, financial planning, educating on our investing process and share decision-enabling resources transparently with our clients who retain control on execution.

Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

Investing in stocks, mutual funds, debt, and gold
Quality-at-Reasonable-Price way of investing in stocks
Constructing Direct Stock Portfolios with Core, Booster, and Amplifier stocks
A Mutual Fund Portfolio that delivers consistent out-performance and meaningful diversification (low overlap)
Periodic review and rebalancing
Clear Buy-Sell-Hold, and Position-sizing frameworks

PROPRIETARY FRAMEWORK

Portfolio
Architecture >
Stock Picking.

Stop managing a collection of "tips." Access the ABC Framework to build a portfolio that survives cycles and compounds wealth.

Core for Stability

Booster for Alpha

Amplifier for Exponential Wealth

Build a Stress-Tested Portfolio.

Our Sapphire Advisory uses the ABC Concept to ensure you never have to panic during a market correction.

Core Stocks

STABILITY

Booster Stocks

GROWTH

Amplifier Stocks

ASYMMETRY

● Conflict-Free ● SEBI Registered ● 15Y+ Track Record

Access Sapphire ABC Strategy →

Limited Capacity for New Fiduciary Partners

SEBI to consider revision of fee structure for market entities at board meeting by month end

MoneyWorks4Me Premium

Follow us at

MoneyWorks4Me

About MoneyWorks4Me

Our Vision

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.

Name of the IA registered with SEBI:	The Alchemists Ark Pvt. Ltd.
Logo:
Trade/Brand Name of IA:	MoneyWorks4Me Investment Advisers
Brand Logo:
SEBI Registration Number:	INA000013323 Validity – May 16, 2019 – Perpetual
Registration:	Non-Individual
BSE Enlistment No:	1187
Address:	B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045
Compliance officer Details:	Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com Telephone: +919860359463 Address: Same as IA
Grievance Officer Details:	Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com Telephone: +91 98609 19463 Address: Same as IA
Principal Officer Details:	Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com Telephone: +91 91758 99463 Address: Same as IA
Standard Warning:	Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Disclaimer:	Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.