image
image
Naveen Rego CFP
About Us Services Blog Testimonials Contact Us
Home
image
Naveen Rego CFP-CFM Naveen Rego CFP-CFM Naveen Rego CFP-CFM Naveen Rego CFP-CFM
image
image
Services  
   

Fees & Charges

Type of Advice and Fees We believe not all individuals require comprehensive advice on their personal finances. Someone starting a career, having large liabilities or restricted surplus would like to have limited advice. There would be some who would like to have an expert external opinion but would like to manage their personal finances themselves. And there would be some who would require comprehensive advice and regular reviews as their requirements and complexities are large. Our advisory fees hence reflect the same. These are listed as follows:

One time Advice(Comprehensive Advice, Specific Advice, or Expert Opinion):
Clients would be given advice and presented a plan based on the personal discussions done. Clients can interact with us for a maximum of 30 days to 3 months from the date of advice for any clarifications. The fees for the same would depend on the expertise, size of the portfolio and the time required.

Annual Subscription (Regular Reviews):
Clients looking at regular reviews of their plans can opt for this. Comprehensive reviews would be between 1-2 times in a year and also the client can get in touch in between for resolving any financial query. We would also keep these clients informed on any important developments affecting their personal finances. The fees for the same would depend on the expertise, size of the portfolio and the time required.

The following could be noted.

  1. One-time fee is for a period of 30 days/ 3 months (as the case may be) and Annual Subscription Fees are for one year (12 months) from the date of signing up/plan presentation (whichever is later).
  2. Taxation would be given due importance while constructing the plan or while doing the review.
  3. Clients looking for tax /legal advisory services from our associates would have to pay charges which would be over and above the quoted fees.
  4. The billing is not for an individual but at a family level. A family generally comprises of husband, wife and dependent children.
  5. The quotation for fees would be given in advance based on the specific requirement of each client.
  6. Any government levies would have to be paid over and above the quoted fees.
 
   
image
image
Credible Financial Advice That Fits Your Needs
 
image
image
 
Privacy | Legal © Naveen Rego. All Rights Reserved