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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.

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:

  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%

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:

1. Ploutos Plan (Hourly Consultancy)

    The Ploutos Plan provides personalized financial planning and investment advisory services, including:

  •       Risk Profiling & Risk Management

  •       Assessment of Financial Goals & Goal-Based Planning (including discretionary goal)

  •       Customized Asset Allocation & Detailed Investment Advice (including Mutual Funds)

  •       Retirement Planning & Retirement Income Planning

  •       Estate Planning & Legacy Planning

  •       Debt Management & Loan Planning

  •       Tax Planning & Tax-Efficient Investment Strategies

  •       Real Estate Purchase Planning & Long-Term Care Planning

  •       Children's Milestone Planning

  •       Insurance Planning & Life/Health/Disability Insurance Strategy

  •       Emergency/Liquidity Planning

  •       Counseling for Removing Unproductive Assets & Financial Health Check-ups

  •       Charitable Giving Strategies & Philanthropic Guidance

  •       Specialized Investment Advice (e.g., alternative investments, international markets)

 

    Suitability: Designed for clients seeking specific financial advice within a time frame of fewer than 10 hours.

    Ideal Fee Range: ₹2,000 per hour (May vary based on complexity, will be informed in advance)

    Estimated Delivery Time: 1-3 weeks

 

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

    The Athena Strategic Plan takes a holistic approach to your financial well-being and includes all features of the Ploutos Plan, along with:

  •       Risk Profiling & Risk Management

  •       Assessment of Financial Goals & Goal-Based Planning (including discretionary goal)

  •       Customized Asset Allocation & Detailed Investment Advice (including Mutual Funds)

  •       Retirement Planning & Retirement Income Planning

  •       Estate Planning & Legacy Planning

  •       Debt Management & Loan Planning

  •       Tax Planning & Tax-Efficient Investment Strategies

  •       Real Estate Purchase Planning & Long-Term Care Planning

  •       Children's Milestone Planning

  •       Insurance Planning & Life/Health/Disability Insurance Strategy

  •       Emergency/Liquidity Planning

  •       Counseling for Removing Unproductive Assets & Financial Health Check-ups

  •       Charitable Giving Strategies & Philanthropic Guidance

  •       Specialized Investment Advice (e.g., alternative investments, international markets)

  •       Free Consultations for 6 months (2 hours per month) on call or virtual meeting

   

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

    Ideal Fee Range: ₹20,000 for 6 months

    Estimated Delivery Time: 3-4 weeks

 

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

    The Zeus Wealth Plan offers curated investment focused on growing your wealth and effective asset management, providing:

 

  •       Personalized investment recommendations based on your financial goals and risk tolerance.

  •       Ongoing portfolio management and monitoring to optimize your investments.

  •       Regular rebalancing of your portfolio to maintain the desired asset allocation.

  •       Access to a curated selection of investment options, including equities, mutual funds, bonds, and alternative investments.

  •       Performance reviews and progress tracking.

  •       Periodic investment updates and market insights.

 

    Suitability: Three plans available, low risk, medium risk, and high risk for different tolerance levels.

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

    Estimated Delivery Time: Will inform once we finalize our plans

 

4. Financial Wellness Session

    Our Financial Wellness Session aims to empower diverse audiences through comprehensive financial planning workshops and literacy campaigns.      Key aspects include:

  •       Target Audience: Corporate employers, School and College students, and non-governmental organizations (NGOs).

  •       Goal: Promote financial wellness among the diverse audience.

  •       Offered Service: Conducting detailed "Financial Planning Workshops."

  •       Workshop Content: Thorough coverage of personal finance and money management concepts.

  •       Benefits: Participants gain valuable insights into handling money effectively.

  •       Positive Impact: Financially empowered individuals can focus better on their responsibilities and studies.

  •       Win-Win Situation: Employers benefit from more engaged and productive employees, while educational institutions witness students becoming        financially responsible.

  •       Social Initiatives: Conduct financial literacy campaigns for NGOs and social welfare associations to empower wider communities.

  •       Spreading Knowledge: Aim to share fundamental financial knowledge for efficient money handling across all sectors.

  •       Empowerment: Help individuals make informed financial decisions, ensuring a secure and prosperous future for themselves.

 

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

    Estimated Delivery Time: 2-3 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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