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Pricing
We are dedicated to providing transparent, fee-free distribution services across a broad spectrum of financial products. As AMFI-registered mutual fund distributors, authorized distributors for Fixed Deposits, National Pension System (NPS), Sub-brokers and Advisors of Life, Health, and General Insurance and Key Parnets of Commercial Banks we empower you with access to expert financial solutions without charging advisory fees.
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How We Get Paid:
We do not charge any fees for advising on mutual funds, Fixed Deposits, NPS, or insurance products. Our compensation is covered through commissions embedded in the total expense ratios of mutual funds and directly paid by the respective Asset Management Companies (AMCs), financial institutions for Fixed Deposits, and insurance providers. This ensures you incur no additional costs for these distribution services.
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What You Pay For:
While our distribution services come at no cost to you, we offer premium access to our platform, where you can:
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Track and manage investments in 20+ assets and insurance.
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Execute mutual fund transactions seamlessly.
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Get automated reminders for fiancial events.
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Conduct in-depth research on mutual funds.
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A Annual Account Maintainance fee is charged for access to these advanced features, giving you full control over your investment management and research.
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Our goal is to provide you with the tools and resources to manage your investments and insurance portfolio, all with the utmost transparency and without any hidden fees.​​
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Account Opening Charges
Rs. 1180*
Access to our Multi Asset and Insurance Tracking platform, which allows you to efficiently manage and track your investments across various assets and insurance policies. Initiate Mutual Fund transactions, monitor your financial portfolio in real-time, make informed decisions and track goals like House Planning, Child Marriage, Education and Retirement. Request a goal planning session, free of cost for initial setup during account opening. We prioritize your privacy and do not disclose or sell your data to any third parties. ​
Annual Maintainance Charge - Rs 500
Family Login
Rs. 5900*
Exclusive access to our Multi Asset and Insurance Tracking platform, where you can manage and track your family’s investments across various assets and insurance policies with a single family login. This platform allows you to monitor your financial portfolio in real-time, make informed decisions, place transction for all family members from a single family login and access of individual logins for each family member.
Financial goal planning, including allocation of investments and tracking goals are accesible as a family.
Annual Maintatance Charge - Rs 2000
Financial Assesment with Asset Allocation and Insurance recommendation.
Rs 10000** Onwards
We provides a thorough evaluation of all your assets, ensuring they are effectively aligned with your long-term goals, we assess your insurance coverage to guarantee adequate protection against potential risks.
We helps you develop a personalized asset allocation across assets and inurance products under our distribution. From planning to execution, we guide you through every step to secure your financial future with precision and confidence.
Rs 10,000 or 0.1% of the total value of assets and insurance (excluding real estate)
Preferable Duration - once in 3 Years (or) change in Life Trajectory.
Bespoke Services
Request
Personalized financial products tailored to your company / trust unique needs, ensuring optimal growth, protection, and security through customized Mutual Fund advice, investment planning, and risk mitigation.
*Prices mentioned above are including GST.
** Price mentioned is a Notional and Base Price. Actuals at (0.1%) + 18% GST
Contact us for corporate discounts.
