Fee Packages – Mainstream Investments Services Pvt. Ltd.,

Blue

Free^

PLAN FEATURES

Presentation on financial planning
Research based fund selection
Executing the transactions
Updates on your investments on a regular basis - On Request
Developing goal based Investment Policy statements
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Reporting frequency of the portfolio with market commentary
Available only at office
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^Rs.10,000 ^{ First Year}

PLAN FEATURES

Presentation on financial planning
Research based fund selection
Executing the transactions
Updates on your investments on a regular basis
Developing goal based Investment Policy statements
Constructing a portfolio with appropriate asset allocation
Online access to the portfolio
All services provided at door step of the client
Reporting frequency of the portfolio with market commentary
Half yearly
Annual review of the plan and developing an updated plan with updated Investment Policy statements (IPS)
Review IPS and Investments
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Complete service on old investments and insurance
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Subsequent years Fee - Rs. 7000

^Rs.20,000 ^{ First Year}

PLAN FEATURES

Presentation on financial planning
Research based fund selection
Executing the transactions
Updates on your investments on a regular basis
Developing goal based Investment Policy statements
Constructing a portfolio with appropriate asset allocation
Online access to the portfolio
All services provided at door step of the client
Reporting frequency of the portfolio with market commentary
Quarterly
Annual review of the plan and developing an updated plan with updated Investment Policy statements (IPS)
Comprehensive financial planning for the client including budgeting, risk profiling ,asset allocation, insurance planning and tax planning
Unique AWAKEN program for the client
Presenting a written financial plan
Complete service on old investments and insurance
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Subsequent years Fee - Rs. 15,000

^Rs.40,000 ^{ First Year}

PLAN FEATURES

Presentation on financial planning
Research based fund selection
Executing the transactions
Updates on your investments on a regular basis
Developing goal based Investment Policy statements
Constructing a portfolio with appropriate asset allocation
Online access to the portfolio
All services provided at door step of the client
Reporting frequency of the portfolio with market commentary
Monthly
Annual review of the plan and developing an updated plan with updated Investment Policy statements (IPS)
Comprehensive financial planning for the client including budgeting, risk profiling ,asset allocation, insurance planning and tax planning
Unique AWAKEN program for the client
Presenting a written financial plan
Complete service on old investments and insurance
Unique AWAKEN program with estate planning (Creation of will) for the client
Advisory on alternate investments such as real estate, new businesses, private equity etc.
Need based interaction with fund managers, tax consultants and advocates
Special invitations to seminars, meetings with Investment experts and financial planning experts
Subsequent years Fee - Rs. 25,000