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Item List

Comprehensive Financial Plan

One investor: 0.45% of value of financial assets. (min 45K+GST, max 1.51L+GST)
Two investors: 0.50% of total value of financial assets. (min 50K+GST, max 1.51L+GST)

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Direct Mutual Funds Investment Plan and Advisory

Portfolio value < 1Cr: Quarterly Fee: 0.11% + GST of value of MF portfolio.
Portfolio value >= 1Cr: Quarterly Fee: 0.10% + GST of value of MF portfolio.

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