Planning Blueprint
₹25,000
One-time plan for individuals and couples.
- 2 advisory sessions
- Goal and cashflow map
- Action checklist
Fees
Transparent pricing designed for trust.
No hidden structures. Clear scope, deliverables, and review cadence.
Annual Advisory
₹10,000 flator 0.6% of AUA
Whichever is higher. Ongoing advice with quarterly reviews.
- Portfolio advisory
- Overlap and risk checks
- Tax-aware updates
Family Office Lite
Custom
For complex family and founder situations.
- Multi-goal structuring
- Concentrated equity strategy
- Estate coordination
Regulatory Fee Information
As required by SEBI, the following fee-related disclosures apply to all clients who are individuals or HUFs:
| Maximum fee (Fixed Fee mode) | ₹1,51,000 per annum per family |
| Maximum fee (AUA mode) | 2.5% of Assets Under Advice per annum per family |
| Maximum advance fee period | Up to 1 year in advance |
| Accepted payment modes | Cheque, NEFT, RTGS, IMPS, UPI — cash not accepted |
| Centralised Fee Collection (CeFCoM) | Currently not opted in. Fees are paid directly to the adviser. |
| Fee limits apply to | Individual and HUF clients only. Not applicable to non-individual clients or accredited investors. |
Fee limits are set by SEBI/IAASB and are subject to change. Fee limits do not include statutory charges (e.g., GST). In case of premature termination by the client, a breakage fee of up to one quarter's fee may be retained by the adviser. Full disclosures →
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