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Clear, Transparent, and Aligned with Your Interests
At Naveen Rego Capital, our fees are designed to be transparent, fair, and directly aligned with your interests. Because we operate on a fee-only model, we do not earn commissions or brokerages on products. This ensures our advice is always conflict-free and focused solely on what is best for you.
Annual Advisory Comprehensive Engagement Fees:
| Asset Under Advice (AUA) | Annual Advisory Fees p.a.in INR |
| Upto Rs. 20 Lakhs | Rs. 10,000/- |
| Rs. 20 lakhs to Rs. 100 Lakhs | 0.50% of AUA |
| Rs. 100 Lakhs to Rs. 500 Lakhs | Rs. 50,000/- plus 0.25% of AUA above Rs. 100 Lakhs |
| Above Rs. 500 Lakhs | 0.25% of AUA |
Annual Advisory Lite Engagement Fees
50% of the Annual Advisory Comprehensive Engagement Option, subject to a minimum of ₹25,000/- per annum
One-Time Enagagment Fees
Time-based: starts at ₹3,000/- for 60 minutes of our billing time. For a longer interaction/engagement, the fees would be quoted appropriately.
Set-Up Fees
One-time charge of ₹10,000/-
All goverment levies like GST (Currently 18%) will be applicable over and above the quoted fees.
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