Annual Advisory Lite Engagement

Designed for investors who are comfortable handling implementation, paperwork, and execution independently.

Under this model:

1. Advice and review support continue
2. Clients undertake implementation themselves
3. Administrative involvement from our side is lower

Fees for Annual Lite Advisory Option

Approximately 50% of the standard advisory fee structure of comprehensive or Investment advisory engagement option, subject to:

1. A minimum annual fee of ₹25,000
2. Deliverables will be agreed at the start of the engagement