Our Pricing is Simple

Direct Equity Advisory

Investment Amount Fees
upto 2 Crore 2.50%
between 2 - 5 Crore 2.25%
between 5 - 10 Crore 2.00%
Above 10 Crore 1.75%

Mutual Fund Advisory

Equity Mutual Funds ( Direct Plans)

1.00% of invested amount p.a

Debt Mutual Funds ( Direct Plans)

0.50% of invested amount p.a

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Benefits

  • Personalized Service
  • Dedicated Relationship Manager
  • Premium Support
  • Quarterly Portfolio review and Rebalancing
  • Quarterly Research Report
  • Quarterly conference call with Senior Management
  • Flexible Investment Options:Lump-sum, Staggered, SIP
  • Flexible execution:Online investing, Onboarding or can do with broker of choice
  • Monthly Portfolio Performance Report
  • Lump-sum & SIP Dashboard
  • Portfolio Analytics

FREE Portfolio Analysis (Equity + Debt)

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Note:

The fees above are exclusive of taxes and payable upfront. Fees are payable every 6 months.
For a special pricing based on your corpus size or special needs, please contact our Relationship Manger

Jama Wealth