Direct Plan Investment Management

(Different from Investment advice and Management)

In this service we provide you complete management of investments in
Mutual funds or Portfolio Management Services of stocks under Direct plans.
Direct plans are zero commission and low-cost plans offered by mutual funds and PMS providers
which removes the conflict of interest from the products advised. 

The service includes the following

Creating an investment plan as per your financial goals and Risk profile

Initiating investment transactions through MFU with prior approvals

Managing all transactions of direct mutual funds

Quarterly / Half yearly investment portfolio reviews

Sending monthly portfolio statements

Annual Rebalancing of assets

Setting up free online Mutual funds investment account with MFU (Mutual funds utility)

Complete check on the uniformity of data in terms of mode of holding, bank & nomination

Quarterly capital gains report for paying advance tax wherever applicable

Annual transactions / Capital gains and holding statement for filing returns

Any advice needed related to investments managed anytime

Networth calculation and Analysis

Our operations team in coordination with your Associate planner handles your
direct plan investments and transactions so you can focus on your job/ business.

Managing all transactions of direct mutual funds

Quarterly / Half yearly investment portfolio reviews

Fees

We are fee only planners and earn only through our fees.
We charge a decreasing % of fee on increasing asset values.
The fees start at 1% of the assets for assets less than
Rs. 25 lakhs decreasing to 0.50% on assets above Rs. 2 crores.