Simple and Transparent
Fees aligned to
your Financial Success.
Our Fees Structure is
Simple: Our fees are based only on the value of the assets you entrust us with.
Aligned with Your Interests as we are a fee only investment adviser. In other words, we do better when you do better.
Transparent: There are no other charges and we don’t sell any products and we don’t earn any commissions.
Competitive: We believe our fee is often lower than many other similar solution providers.
| Assets Under Advice | Total Fees for 3 years |
|---|---|
| 35 lacs to 99 lacs | 3% + GST |
| 1 Cr to 2.99 Cr | 2.5% + GST |
| 3 Cr to 9.99 Cr | 2% + GST |
| 10 Cr + | Customized Fees GST @ 18% |
Talk to our Investment Advisor for more details
Don’t have 35 Lacs to start with?
₹50,000 (for 1 Year incl. GST)
₹25,000 (for 1 Year incl. GST)
Key Benefits & Deliverables
1. Personal Investment Advisor
Our Investment Advisors work with you closely through all stages on financial planning, investment choices, building and managing your portfolio throughout market sentiments. You stay connected with them via Call, WhatsApp and Email.
2. A Customized Financial Plan
Our experts use our proprietary Financial Planning Tool to create a personalized plan that covers insurance, emergency funds, and investment allocation, ensuring optimal results through regular reviews.
3. Human X Tech Portfolio Review
Portfolio review by our advisors ensures your investments remain future-ready at all times, while our real-time portfolio analyser provides intelligent insights about your stocks and mutual funds.
4. Investment Decision-Making Dashboard
Displays recommendations for the latest opportunities suited to you with details such as the quality, long term prospect, MRP of the stock and how much quantities of the stock to buy/sell.
5. Analyst Notes
Be connected to the minds of our analysts with their well-researched notes and reports so that you are just as informed about your investment decisions.
6. Decision enabling data-driven tools
Get decision enabling tools like colour coded 10-Year X-Ray for 3,500+ stocks and 350+ Mutual Funds, Stock Screener, and Mutual Fund Screener—designed to simplify investing.
