We do not charge any fees to our clients! How is this possible?
We are empanelled with mutual funds for distribution of funds, with insurance companies & with companies like HDFC for FDs. We get commission from them. Mutual Fund commission is approx. 1% pa for equity funds and 0.50% pa for debt funds. We do not get upfront commission at the time you invest; it is spread over the period you remain invested in fund and this makes it possible for us to service you efficiently throughout the life of investment. Insurance & FD commissions are paid upfront & vary from time to time. Do check with us at the time of investment if you wish to know these commissions too. We feel that these level of commission are enough and we do not need to charge separately for keeping track of your portfolio & back office support that we provide.