Is there any additional service I will get from you when I pay you a fee instead of commission?

Modified on Wed, 24 Apr 2024 at 04:22 PM

The advice and services available are the same for both sets of clients. 


We provide additional services for HNI clients which are relevant for their wealth stage, under the Prime plan.


We provide the below benefits/ services

  • 1. Expert advisory for mutual fund investing: 

  • Personalised portfolios based on your risk profile

  • Unbiased fund recommendations

  • 2. Monitoring & exit recommendations for your mutual funds portfolios

  • 3. Convenient online investing and withdrawal in mutual funds

  • 4. Comprehensive online financial planning

  • 5. Goal-based investing solutions

  • 6. 8 am to 8 pm, 7 days a week customer support


See all benefits


 

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