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Service Details

Neither any investment advice shall be rendered nor any fee shall be charged until the client has signed the agreement as mandated u/r 19(1)(d) of the IA Regulations and provided copy of signed agreement to the client.

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I shall not manage funds and securities on your behalf and shall only receive such sums of monies from you as are necessary to discharge your liability towards fees owed to me.

 

Our fee structure is given below:

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  1. Fixed Fees (Annual Fees): From Rupees. 2,000 per hour to Rupees. 125,000 annually (based on complexity) when assets are up to Rupees. 2 Crores

  2. Asset Under Advice (AUA) Percentage (Annual fees)

    • Above Rupees. 2 Crores up to Rupees. 5 Crores – 0.75%

    • Above Rupees. 5 Crores up to Rupees. 10 Crores – 0.50%

    • Above Rupees. 10 Crores – 0.25%

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Below are the plans (Fees may change with complexity as per above fee structure)

As a SEBI Registered Investment Advisor, we would provide following services to client:

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1. Ploutos Plan (Hourly Consultancy)

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    Service Overview: Provides on-demand, personalized financial consultancy on an hourly basis.

   

    Process:​

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  •       Initial Consultation: Define your needs and consultancy scope.

  •       Onboarding: Sign agreement, complete KYC, and pay fees.

  •       Information Gathering: Submit a risk profile questionnaire and financial details.

  •       In-Depth Analysis: Receive tailored recommendations based on your information.

  •       Consultation and Feedback: Review and refine advice with your advisor.

  •       Action and Follow-Up: Implement advice and schedule additional consultations if needed.

 

    Suitability: Ideal for clients needing specific financial advice within a limited time frame of fewer than 10 hours.

    Ideal Fee Range: ₹2,000 per hour (varies by complexity, details provided in advance).

    Estimated Delivery Time: 1-2 weeks

 

2. Athena Strategic Plan (Fixed Fee or AUA Comprehensive Planning)

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    Service Overview: A comprehensive six-month engagement for thorough financial planning.

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     Process:

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  •       Initial Consultation: Discuss needs and clarify the six-month plan scope.

  •       Onboarding: Sign agreement, complete KYC, and pay fees.

  •       Information Gathering: Provide detailed financial information and complete a risk profile questionnaire.

  •       In-Depth Analysis: Advisor develops a customized financial strategy.

  •       Consultation and Feedback: Review and adjust the plan based on feedback.

  •       Action and Follow-Up: Implement the strategy with periodic support and adjustments.

  •       Ongoing Support: 2 hours per month for consultations and adjustments.

   

    Suitability: Ideal for clients seeking a comprehensive financial planning solution.

    Ideal Fee Range: ₹20,000 for 6 months

    Estimated Delivery Time: 2-3 weeks

 

3. Zeus Wealth Plan (Curated Investment with AUA or Fixed Fees)

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    Service Overview: Tailored investment management to enhance and oversee your wealth growth.

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     Process:

 

  •       Initial Consultation: Discuss needs and clarify the six-month plan scope.

  •       Onboarding: Sign agreement, complete KYC, and pay fees.

  •       Information Gathering: Provide detailed financial information and complete a risk profile questionnaire.

  •       Personalized Investment Strategy: Receive a customized direct equity investment strategy aligned with your financial goals and risk tolerance.

  •       Direct Equity Selection: Choose from a curated list of direct equity opportunities tailored to your investment objectives.

  •       Ongoing Monitoring: Benefit from regular updates and insights on market conditions and stock performance.

  •       Performance Reviews: Periodic assessments of your equity investments to evaluate progress and adjust strategies as needed.

  •       Action and Follow-Up: You execute the recommended equity investments with our ongoing guidance and support.

 

    Suitability: Ideal for clients interested in direct equity investments with a focus on high-risk, high-reward strategies.

    Ideal Fee Range: 0.50% of AUA per year OR ₹10,000 per month, whichever is higher.

    Estimated Delivery Time: 2-4 weeks from the initiation of the plan.

 

4. Financial Awareness

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    Service Overview: Conducts workshops and campaigns to promote financial literacy.

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    Process:

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  •       Target Audience: Corporate employers, students, and NGOs.

  •       Workshops: Detailed sessions on personal finance and money management.

  •       Benefits: Empower participants with essential financial skills.

  •       Social Impact: Improve financial responsibility and productivity across sectors.

 

    Suitability: Ideal for organizations seeking to enhance financial literacy among employees, students, or community members.

    Ideal Fee Range: ₹10,000 for up to 50 participants

    Estimated Delivery Time: 1-2 weeks

 

Through our comprehensive financial planning and wellness services, we strive to empower individuals at various life stages and financial goals.          Our commitment is to provide personalized advice and strategies, allowing you to make informed financial decisions and secure a prosperous              future. We aim to create a positive impact on individuals and society, promoting financial literacy and well-being for all.

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