Annual Advisory Comprehensive Engagement

Ideal for those seeking regular handholding, reviews, and implementation support across all products, goals and strategies.

Key Features:

1. Comprehensive Financial Guidance: Receive expert opinions on your entire personal finances along with regular access to our advisory desk throughout the year.

2. Regular Portfolio Reviews: Benefit from one to four comprehensive reviews (based on portfolio size and fees) annually, covering your financial goals and portfolio. These reviews may be conducted internally or externally, with prompt communication to ensure transparency.

3. Dedicated Advisory Support: Interact with our advisory desk at any time to resolve any financial queries and concerns.

4. Broad Coverage: Receive guidance on all Indian/International regulated investment, liability, and insurance products including income, expenses and cash flow management strategies.

5. Ongoing Investment Insights: Stay informed about investment opportunities and rebalancing strategies through regular communications.

6. Market Volatility Support: Get market timing support during periods of high volatility (based on portfolio size and fees), helping you navigate complex market conditions.

7. Tax Support: Enjoy tax filing support, including advance tax notifications and reconciliation of tax statements. Please note that fees for filing IT returns or additional tax guidance beyond your financial portfolio will be borne by the client.

8. Implementation Support: Do refer the below mentioned points.

a. Complimentary: With Annual Advisory Comprehensive Engagement.

b. Online Portfolio Reporting and Execution Tool: Access your entire portfolio and personal finances through our online tool, streamlining your financial data management.

c. Financial Transaction Implementation: We facilitate the implementation of financial transactions (Stocks, Mutual Funds, ETFs, REITs, Bonds, InvITs, SIFs, Gift City products and PMS etc.) in coordination with various entities, as required.

d. Low-Cost Transaction Options: We execute/suggest transactions using direct/low-cost options to minimize costs. Please note that we do not generate revenue from these transactions.

e. Regular Portfolio Reconciliation: We perform regular portfolio reconciliations for transactions executed through our desk.

f. Capital Gains Statement: Receive capital gains statements for filing IT returns at the end of the financial year and/or paying advance tax, if applicable.

g. Convenience and Ease: Implementing financial transactions through our implementation support offers ease and convenience.

h. Client Responsibility for KYC Updates: Clients are solely responsible for updating their KYC details, including correcting name or signature mismatches, resolving banking-related KYC issues, and ensuring proper linkage of Aadhaar and PAN. Our team will extend necessary support based on the client’s cooperation. However, we shall not be held responsible for any delays or issues arising from incomplete or pending KYC updates or banking issues.

i. Transaction Execution Limitations: We only execute transactions aligned with our financial advice. Clients are responsible for executing transactions beyond our advice.