Designed for clients seeking advice exclusively on market-linked investments and select assured return products.
Covered Assets
- Mutual Funds
- Direct Equity
- PMS
- SIFs
- Global Allocation
- AIFs
- NPS
- Select Assured Return Products
Financial planning services are not included under this engagement. Discussions and recommendations are restricted to the assets covered under advisory. Discussions beyond this would be billed separately. The minimum annual fees of this option is Rs 25,000/-