Fee Structure

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. Our Fee are dependent on the Engagement Models opted by you.

Annual Comprehensive Advisory Engagement Fees: The fees for the same would be a combination of Financial Planning Fees and Investment Advisory Engagement Fees.

Annual Financial Planning Fees:

Annual Investment Advisory Engagement Fees:

Annual Advisory Lite Engagement Fees

- Financial Planning Fees + 50% of the Annual Investment Advisory Engagement Option. If opting for only Annual Investment Advisory Lite option, then Financial Planning fees are not to be paid. It could be noted that this option has a minimum fee of ₹50,000/- per annum.

One-Time Engagement Fees

Time-based: Consultation is charged at ₹5,000 for 60 minutes of our billing time. For the Clients interacting for first-time a special fee of ₹3,000 applies for the initial 60-minute consultation. For a longer interaction/engagement, the fees would be quoted appropriately. However, a proper one-time engagement involving data gathering, data processing, and presenting our advice would typically require about 3–5 hours of our professional time. Based on our billing structure, the fees for such an engagement would generally be in the range of ₹15,000 to ₹25,000

Set-Up Fees

One-time charge of ₹10,000/- to 0.25% of wealth under consideration.

It would be applicable for New clients opting for Annual Advisory Engagement (Comprehensive Advisory, Investment Advisory and Lite Engagement) or clients joining back after a break. This would cover initial discussions, review of the existing portfolio, account set up and documentation work. The time period for this would be 1 week to 3 months.

Flexibility to pay the advisory fees from the invested portfolio.