Asset Under Management (AUM) Based Pricing
In AUM based pricing the fees are directly linked to the total value of assets we manage for you.
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Transparent: The way we calculate your fees is straightforward and open. No hidden charges, no surprises.
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Fair: By basing fees on your average daily portfolio value, we ensure you aren’t unfairly charged due to sudden market fluctuations or fund flows at the end of a billing cycle.
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Convenient: You’re in control! Choose your billing frequency - annually, quarterly, or monthly. Switching between these is a breeze.
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Hassle-Free: Streamline your payments. Choose automated fee deductions through Interactive Brokers or Credit card.
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Aligned with Your Interests: Our fee structure is designed to grow as you do. We’re motivated to help your investments flourish because our success is directly tied to yours.
Pricing Details
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Annual: 0.9% of the average daily portfolio value over the calendar year.
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Quarterly: 0.222% of the average daily portfolio value over the past three months.
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Monthly: 0.074% of the average daily portfolio value for the past month.
All fees are exclusive of Sales Tax, which is added as applicable.
Note: Our accounting period aligns with the calendar year. In case one subscribes during mid-month or mid-year we charge on a pro-rata basis.
For the Investment Advisory Fee Choose Your Preferred Billing Frequency
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Compare all
plans |
Effective Annual Rate | Upfront Fee | Billing Date | Calculation Methodology | Payment Methods | GST | Estimated Bill For ₹1 Lakh Portfolio | Reference Link |
|---|---|---|---|---|---|---|---|---|
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Monthly Billing
0.074%
Applicable Fee
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- | ₹ 0.0 | + Sales Tax (As applicable) | ₹ None | LINK | |||
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Quarterly Billing
0.222%
Applicable Fee
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- | ₹ 0.0 | + Sales Tax (As applicable) | ₹ None | LINK | |||
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Yearly Billing
0.900%
Applicable Fee
|
- | ₹ 0.0 | + Sales Tax (As applicable) | ₹ None | LINK |
Pricing Calculator
| Average Daily Portfolio Value |
Enter Average Daily Portfolio Value here.
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| Billing Type | |
| Rate | |
| AUM fee |
We take the average of Daily closing portfolio value (Including Realized & Unrealized Gains/Losses)
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The Asset Under Advice (AUA) pricing model offers affordability with lower fees for smaller AUM, ensuring fair and accessible investment advice.
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The Asset Under Advice (AUA) pricing is aligned to the client’s objectives, as our fee structure is designed to grow along with the growth in your portfolio.
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Our pricing model provides you the flexibility to select your preferred billing cycle.