Our Services
Assets under Advisory (AUA)
A continuing annual relationship. We build your investment strategy, manage it through market cycles, and stay available as your financial circumstances evolve
Fixed-Fee Plan
A single, structured review of where you stand. Useful if you have existing investments but aren’t sure they’re working as hard as they should be
Assets under Advisory
- 1% of Assets under Advisory per year, aligned with the size of the portfolio being advised
- An active advisory relationship for investors who want continuous portfolio guidance
- We provide support on mutual fund selection, asset allocation, and periodic reviews
- The service is designed for clients who prefer ongoing involvement from an advisor
- As your goals and market conditions change, we help keep your investments aligned
- It is a long-term solution for those seeking consistent, personalised advice
- Rebalancing when your allocation drifts, not on a calendar schedule
Fixed Fee Plan
- A fixed annual fee of Rs 36,000 for investors seeking expert assessment of their portfolio’s health
- A one-time advisory service for investors who want clarity on their existing portfolio
- We review your investments, point out what needs attention, and suggest improvements
- This is best suited for self-directed investors who prefer to manage execution themselves
- You receive a structured review along with a quarterly follow-up conversations
- It gives you expert insight without committing to ongoing advisory