Our fee for Lumsum advice is either:
0.5% of investment Amount or 2999 Whichever amount is higher will be your fee.
Advice on STP/SWP/ Investment
Aim to increse returns
Please note that our services do not include new fund advice. We focus on reviewing your current holdings and offering Hold/Sell guidance on your existing investments.
We are delighted to offer personalized sessions with our expert mutual fund advisors.
During your one-to-one call, our expert advisors will understand your financial goals, risk appetite, and investment preferences. They will then tailor personalized suggestions to suit your unique needs.
Please note that this appointment plan is specifically for booking a consultation and does not include detailed advice. For comprehensive advice and ongoing support, we encourage you to explore our subscription services.