|Portfolio Advisory (Please see the fee structure below)||Select|
|Equity Advisory For Individuals with fund above 10 Lakhs / High Networth Individuals (HNI) / NRI / Family Offices||Select|
Rs. 30,000/- + GST @ 18% for 1 Year = Total payable Rs. 35,400/-
Rs. 42,000/- + GST for 2 Years = Total payable Rs. 49,560/- (save 43% over 1 year fees)
Rs. 50,000/- + GST for 3 Years = Total payable Rs. 59,000/- (save 80% over 1 year fees)
Please Note: We Strongly Suggest to take our Advisory only if you have Min Rs. 10 L to invest now or within at least next 6 months else our advisory fee may not justify your paying us the fees. There is no upper limit to your investment.
Also, we suggest you take the 3 years subscription option as it saves money and a very reasonable period to judge us.
For initial corpus or portfolio value above Rs. 50,00,000/- up to Rs. 5,00,00,000/-
Rs. 1,00,000/- + 2% of initial portfolio value in excess of Rs. 50,00,000/- p.a. + 18% GST
Example for Investment Value of Rs. 50,00,000/-
Fees = Rs. 1,00,000/-
18% GST = Rs. 18,000/-
Example for Investment Value of Rs. 5,00,00,000/-
Fees = Rs. 10,00,000/-
18% GST = Rs. 1,80,000/-
We presently have no plan to manage portfolio size above Rs. 5,00,00,000/- of initial capital as we feel the size of your initial portfolio would grow in size substantially over period of time. We are keeping this restriction on ourselves so that we can do full justice to our initial investors in subsequent years with adequate time and management bandwidth.
If you wish to invest any amount higher than Rs. 5,00,00,000/- please contact us and we will update you once we feel we can do justice to your requirements. Meanwhile, you can invest up to Rs. 5,00,00,000/- of your corpus under our advisory. This way you can gain some confidence about our ability too.
Please note the yearly renewal would be based on portfolio value at the year end. Typical example: If a Rs. 10,000,000/- becomes Rs. 12,500,000/- in one year then the next year initial capital would be considered Rs. 12,500,000/- and fees would be calculated accordingly. Alternatively, if for any reason, the Portfolio value is less than the Original Investment, you pay us only 0.25% for the value of your corpus on renewal day next one year.
You invested Rs. 10,000,000/- with us. Next year it becomes Rs. 12,500,000/-. You pay us 2% + GST on Rs. 12,500,000/-
You invested Rs. 10,000,000/- with us. Next year (Year 2) it becomes Rs. 9,000,000/- for any reason. You pay us only 0.25% of your portfolio value on the renewal date.
And we think in the third year if we don’t generate better returns than the fixed deposit rate, we are not qualified or good enough to have you as our valued member! And we have no reason to lose you as a valued member! So can be assured that we will do our best to see you remain with us for many years! Hope it amply make things clear before you sign up.
A note for large investors / family offices / HNI / NRI: We understand and appreciate that, even after going through our entire site, where we tried to address almost all issues about our past records, philosophy, background and FAQs; you may still be hesitant to finally decide whether the services are suitable and effective for you. If we were in your position we would possibly had similar set of dilemmas. So, feel free to write or talk to us for more information; seek clarification on phone, Skype chat or personal meeting. We would be more than happy to ensure that your questions, concerns and doubts are fully addressed.
Instructions for payment:
Following SEBI regulation on KYC we stopped taking Online Credit card payment.
Please deposit a cheque to your nearest HDFC Bank or Pay us Online by adding us as beneficiary to your bank account.
Account Name: Aveksat Financial Advisory
Account No: 50200016917712
Account Type: Current
Bank: HDFC Bank
S – 355, Panchshila Park
New Delhi – 110017
After depositing cheque / draft / net banking through online transfer, please send us a mail from same email ID registered with us citing your name, registered phone number and payment reference at “email@example.com” immediately for enabling us to activate your account and you would receive a confirmation on receipt of payment by mail / SMS and then with proper receipt. Your subscription period would commence from the day we receive payment.
All charges are excluding GST tax as applicable.