Advice priced on what you actually hold.
One transparent fee based on your portfolio. Safer assets cost less to advise on, riskier ones need closer monitoring, so they cost more. No hidden charges, no product commissions.
Your fee calculator
Enter what you hold in each category. The fee updates as you type.
The rate card
Yearly rate on the value you keep under advice. You pay monthly or quarterly.
Bigger portfolios pay a lower rate
The size discount applies only to the slice of assets in each band.
Minimum fee ₹2,500 a month (advisory is for portfolios from ₹2,500,000). Your total fee never exceeds 2.5% of your assets a year. Prefer a fixed fee? A flat ₹125,000 a year is available once it works out cheaper. GST is added to every fee.
How it works
Questions
Is billing live?
Not yet. The calculator shows indicative figures and nothing is charged. We will tell you well before any fee starts.
Why do different assets have different rates?
Fixed income and gold need little ongoing attention. Mid and small caps, global equity and concentrated positions need closer monitoring and research, so the rate reflects the work involved.
What counts as "under advice"?
The current market value of the holdings in your Wealthsmith portfolios. Unpriced holdings are left out of the estimate.
What happens after the trial?
You keep your data. Your account moves to the plan screen, where you can review your fee and choose a plan. You can also delete your account at any time from your profile.
Does the fee include taxes?
Fees are shown before GST. 18% GST is added on every invoice.
Fee figures are indicative and may change. They are not an offer or an invitation to invest, and past performance does not guarantee future results.