Pricing Structure

Find below the generic price structure based on product type. Please be advised that Membership fees is only applicable for members using our services (be it stocks, portfolios or mutual funds) and does not include product related pricing.

Products Fee pattern

PRODUCT

TYPE

OPTIONS

FLAT FEE

PERFORMANCE FEE

HIGHER WATER MARKING

BIO Growth & Secure
SMILES Growth & Secure
Shariah Growth & SMILES

EQUITY

Option – A No flat fee 20% of outperformance over 8% hurdle.
Applicable for corpus <20 Lakhs
Option – B 0.25% or 0.35% of the average portfolio value per quarter 20% of outperformance over Nifty

Price Alert & Assist

EQUITY

Option – A No flat fee 20% of outperformance over 8% hurdle.
Applicable for corpus <20 Lakhs
Option – B 0.25% of the average portfolio value per quarter 20% of outperformance over Nifty

WIFTY

EQUITY

0.75% of the average portfolio value per annum with a minimum investment of 10 lakhs. NIL

BASKETS

EQUITY

0.25% of the average portfolio value per quarter. 20% of profit over Nifty returns.

FLOATER

DEBT

Overseeing charges of 1% PA 20% of profits over Bank returns @10% PA.

PRICE – Alert

ALERT

2% subscription per year (charged half yearly) NIL

BIO-GROWTH Alert

ALERT

2% subscription per year (charged half yearly) NIL