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.

Equity / Debt Products Fee pattern

BIO-GROWTH
BIO-SECURE
SHARIA-GROWTH
SMILES-GROWTH
SMILES-SECURE
SHARIA-SMILES
WIFTY Vivekam Baskets FLOATER
Alert & Assist service 0.25% of the average portfolio value per quarter. 0.35% of the average portfolio value per quarter. Flat fee of 0.75% of the average portfolio value per annum with a minimum investment of 10 lakhs. 0.25% of the average portfolio value per quarter. Overseeing charges of 1% per year
Performance premium 20% of profit over Nifty returns, capped at 2.5 % per year of portfolio value. 20% of profit over Nifty returns, capped at 2.5 % per year of portfolio value. NIL 20% of profit over Nifty returns, capped at 2.5 % per year of portfolio value. 20% of profits over Bank returns @10% PA, subject to maximum 1,25,000 PA.
Higher Watermarking YES YES YES YES YES

Services Fee Pattern

PRICE
Alert Service 0.25% of the average portfolio value per quarter.
Alert & Assist service 0.25% of the average portfolio value per quarter.
Performance premium: 20% of profit over NIFTY returns capped at 2.5 % per year of portfolio value.