Fees

  • My focus is on clients with a net worth (net worth 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 feasible, 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 who enter into an engagement, 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 beginning of the twelve-month period of engagement
  • 'Fee-Only Financial Planner & Investment Adviser' is the generic term which is used in India. But the US term 'Advice-Only Financial Planner & Investment Adviser' provides a more precise description of this fee structure

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