Pricing
One flat fee.
Paid once a year. Nothing else, ever.
No commission. No AUM-based charges. No performance fees. No quarterly instalments. Every plan is scaled to your corpus and goals, so we share exact numbers on a call rather than a public price list — WhatsApp us and we'll get back with your quote the same day.
₹10L+
Minimum suggested capital
5 Years
Minimum commitment period
100%
Upfront · Annual
Zero
Commission, trail, or AUM fee
Direct Equity
Passive (Deshi)
Global (Videshi)
Direct Equity Portfolio Advisory — Elite Equity Portfolio
A concentrated portfolio of 10–25 quality businesses from the Nifty 500 universe, monitored continuously and rebalanced on our analysts' calls.
Elite Gold
Corpus ₹10L – ₹25L
- 10–15 quality stock portfolio
- Portfolio restructuring & monitoring
- Rebalancing on market moves
- Regular market outlook updates
- Free SIP Advisory
- WhatsApp access
Most Popular
Elite Platinum
Corpus ₹25L – ₹50L
- 15–20 quality stock portfolio
- Portfolio restructuring & monitoring
- Rebalancing on market moves
- Regular market outlook updates
- Free SIP Advisory
- WhatsApp + phone access
Elite Diamond
Corpus ₹50L+
- 20–25 quality stock portfolio
- Priority monitoring & rebalancing
- Free SIP Advisory
- Priority WhatsApp + phone access
- Succession planning integration
For family aggregation, trusts, or bespoke mandates beyond these tiers: Call 1800 889 0255 to discuss.
Passive (Deshi) Portfolio Advisory
Indexed investing, India-focused — Deshi Portfolio™, India-listed index ETFs held directly in your own demat account. Full details →
Foundation
Corpus ₹10L – ₹25L
- Core portfolio (Type A)
- Indian index ETFs · INR route
- Annual rebalancing
- Free SIP Advisory
- Quarterly written review
Most Popular
Classic
Corpus ₹25L – ₹1Cr
- All 4 portfolio types (A–D)
- India-only index ETFs
- Annual rebalancing
- Free SIP Advisory
- Quarterly written review
Elite
Corpus ₹1Cr+
- All types + custom blends
- Semi-annual rebalancing
- Free SIP Advisory
- Priority access
Flat annual fee only — no commission, no AUM-based charges. Optional add-ons available on request: family portfolio consolidation, mid-year rebalancing, tax-efficient withdrawal strategy.
Global (Videshi) Portfolio Advisory
A one-time advisory for a global conviction portfolio entirely outside India, via LRS — structural megatrends across a diversified basket of low-correlation economies. Full details →
Videshi Portfolio is a one-time advisory fee — no annual charge. Optional annual review available separately, on request.
See it for yourself
What does a commission-based advisor actually cost you?
Move the sliders below with your own numbers.
Current portfolio value ₹50,00,000
Estimated commission / trail 1.5%/yr
Sukhanidhi flat annual fee ₹30,000
Time horizon 15 years
Total commission drag
₹0
more than a flat fee-only structure over the same period.
Total paid — commission model₹0
Total paid — flat fee model₹0
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Illustrative calculation only. Actual commission structures and returns vary by product and provider. Does not constitute investment advice.
Fee Disclosures — SEBI (Investment Advisers) Regulations 2013
Payment Terms
100% advance payment, annual. No quarterly instalments. No refund after portfolio delivery, per engagement terms.
Fee Cap
SEBI mandated maximum: ₹1,51,000 per family per year under the fixed-fee route.
No Hidden Charges
No commission, no trail, no AUM-based fee, no performance fee. The fee shared with you is the total cost.