Frequently asked questions

What are our charges?

Kindly contact our team to discuss the commercial terms, as the fees are determined by two primary factors: (i) The type of services engaged; and (ii) The size of the investment portfolio

Is there a minimum investment portfolio size / salary to begin?

Financial Assessment: We conduct a comprehensive financial assessment for all individuals, without imposing any minimum size limitations. Advisory Services: We recommend that clients with an investible asset base exceeding INR 15 lacs initiate advisory services. This threshold is suggested to facilitate long-term financial discipline and enable structured, sustained portfolio growth

What will be the frequency of periodic review?

(i) Financial Assessment: Periodic reviews will be conducted on a quarterly or semi-annual basis, tailored to meet the client's specific requirements. (ii) Advisory Services: We will aim to track performance on annual basis, and rebalance your portfolio annually, unless any macro economic changes demanding a sooner rebalancing. (iii) Ad Hoc Assessment: An additional, unscheduled financial assessment will be performed in the event of material life changes that may impact the long-term financial plan

Will you also provide tax planning services?

Our core specialization lies in financial advisory and portfolio management. We currently do not offer dedicated tax planning services for individuals. However, we are prepared to provide recommendations to our network of trusted, independent tax planning professionals on an as-needed basis

Would you execute trades for me?

We currently do not offer broking services or PMS services, and therefore cannot execute trades on your behalf. However we have affiliated partner networks and recommendations to open your broking account to facilitate your request