• My focus is on clients with a net worth (i.e. total assets minus liabilities of the client and the client's spouse, including primary residence, if any) of Rs 1 crore to Rs 100 crores
    • To make this simplified fee structure workable, the number of hours of effort / discussion is the same for all clients. Hence for client's with a complex financial situation, I reduce the level of detail
  • My current fees are:
    • For new clients, Rs 25,000 for the first twelve-months
    • If an existing client chooses to renew the engagement while the current fees are applicable, thenĀ Rs 12,500 for the subsequent twelve-months
    • The fees are payable in advance at the start of the twelve-month period of engagement
  • For a reader who is an NRI based in the US: 'Fee-Only Financial Planner & Investment Adviser' is the generic term used in India. But the US term 'Advice-Only Financial Planner & Investment Adviser' provides a more precise description of this fee structure

Next section: