Home      Customise Services​

Customise Services

Client-centered, fee-only planners, like Wealthboosters Strategic, are compensated for their knowledge and services, much like an attorney or a physician.

We do not receive commissions from the sale of products such as insurance or investments. Both our financial planning and investment management services are offered on a fee basis, unlike commission-based advisors who receive compensation through transactions.

Our fee model allows you to choose the amount of service and financial advice you require. In essence, it is a user pay approach — we do not assume that the more money you have, the more financial advice you need.

Fee-only advisors have fewer inherent conflicts of interest, and their fee structures might be hourly, include an annual retainer, or be based on a percentage of your investment assets.

How We Are Paid

We feel that it is critical for our clients to understand what they are paying for and how they are paying for it. Our goal is to be as transparent as possible when discussing compensation for our advice, so that we can freely research, recommend and implement strategies without partiality or restrictions.

Your fees will be based on your decision for us to proceed with the following:

  1. Creating your financial plan
  2. Implementing your plan
  3. Providing you with ongoing service

At each stage of the process, all fees will be clearly outlined and agreed with you before we proceed.

The fee charged depends on:

  • The investment needed to complete the service,
  • The degree of complexity and level of expertise required to complete the services,
  • Any risks associated with providing the service.

We split our investment advice and associated portfolio management from financial advice. This allows us to target fees according to your particular and unique needs: investment and/or financial advice.

 

Portfolio Management Services


Premium investment vehicle with range of investment options

We have FGWCS discretionary Portfolio Management Service, which offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility and makes it an ideal investment avenue for high net worth investors.

Key Benefits
  • Strong and Active risk management
  • Diversification of portfolio for adequately spreading equity related risks.
  • Active and regular monthly review and portfolio re-balancing
  • Experienced and Professional fund management team
  • Flexibility to switch from one strategy to other
  • Additional purchase facility & Partial Withdrawal facility

PMS Pricing Plans

Self-Managed Portfolio Management Services continue to be the largest and fastest growing sector in the industry.

Setting up your PMS at no cost (limited time)

Basic Package

Rs 3,75,000/quarter

Single Form 16

Brought Forward Losses

Up to one House Property

FD Interest

PF Withdrawal

Sav A/c, NRE A/c, Dividends, Exempt Interest

Complete PMS establishment package

Complete Package

Rs 5,25,000/quarter

Establishment of PMS (PMS deed, ABN, TFN, GST registration)

Services proposal and consent forms

Corporate Trustee (additional charges apply)

Dedicated senior Business development Manager

Live support from our HNI senior analyst

Fully customized plan as per need

Platinum relationship

Investment strategy

Daily progress report

Complete PMS administration package

Accounting & Tax

Rs 1,25,000/quarter

Expert technical support from our experienced PMS accountants

Financial statements

Income tax returns

Annual audit

Annual minutes

Tax Planning

Actuarial certificate (additional charges apply)

Online reporting 24/7

Quarterly cash flow statement

Fee-only financial planners tend to cost less and deliver more

One of the most obvious cost savings is because fees are typically less than commissions.

Financial Advice Fee

Our initial half-hour discovery meeting is complimentary. After that, it will depend on your unique circumstances and needs. Our typical fee ranges from:

Initial Planning FeeMonthly Retainer Fee
Rs 50000 – Rs 300000Rs 50000 – Rs 150000
 

This includes 2-3 meetings up-front, ongoing review, annual comprehensive review, and anytime access for questions as they arise.

The cost of the planning will depend on its scope:
  • Financial Advice/Analysis (minimum charge)Rs 50000
  • Retirement Planning “Mini-Strategies”Rs 75000-150000
  • Comprehensive Financial PlanRs 175000- 250000
  • Hourly rate for advance planning or consultingRs 2360 (incl. GST)
 
 

With assets under management of Rs 15,00,000 or more, financial planning services are included in the investment management fee.

Investment Advice Fee

For our portfolio advisory and management services, there are no implementation, set-up or upfront fees and there are no exit fees. We charge a single ongoing fee for the monitoring, management and administration of your investment portfolio, per the following table.

Assets Under ManagementManagement Fee
Rs 0 – Rs 50,00,00015 %
Rs 50,00,000 – Rs 1,00,00,00012.5 %
Rs 1,00,00,000 – Rs 2,00,00,00010 %
Rs 2,00,00,000 – Rs 5,00,00,0007.5 %
Rs 5,00,00,000 – Rs 10,00,00,0005 %
Rs 10,00,00,000 or more3.5 %

SMSF Pricing Plans

Self-Managed Superannuation Funds continue to be the largest and fastest growing sector in the superannuation industry.

Setting up your SMSF at no cost (limited time)

Setup

Rs 22,500/quarter

Establishment of SMSF (SMSF deed, ABN, TFN, GST registration)

Trustee minutes and consent forms

Corporate Trustee (additional charges apply)

Complete SMSF establishment package

Complete Package

Rs 75,000/quarter

Establishment of SMSF (SMSF deed, ABN, TFN, GST registration)

Trustee minutes and consent forms

Corporate Trustee (additional charges apply)

Superannuation rollovers (2 per member)

Binding death nominations

Bank account establishment

Update employers on how to contribute to SMSF

Investment strategy

Insurance review

Complete SMSF administration package

Accounting & Tax

Rs 52,500/quarter

Expert technical support from our experienced SMSF accountants

Financial statements

Income tax returns

Annual audit

Annual minutes

Pension and Lump Sum documentation

Actuarial Certificate (additional charges apply)

Online reporting 24/7

All plans cover the basics


Invite others
Invite your team members and accounting professionals any time you like.
Financial performance reports
Create performance reports and budgets. No waiting until the end of the month.
iPhone & Android apps
Do invoicing, create expense claims, and track sales and income on the go.
Get closer to your cashflow
Quotes, invoicing and the dashboard all help for an up-to-date financial snapshot.
24/7 support included
Our friendly and knowledgeable experts are always here for you.
Regular updates included

Every 3-6 weeks we release innovative new updates based on customer ideas.

business consulting services usa

Get A Call From Specialist

Have You Any Question?

We are on a mission to build, grow and maintain loyal communities at every touchpoint.

Let's deliver the right solution for your business

WE HAVE A SIMPLE MISSION

To produce the highest quality work for every client, on every project.

Get In Touch

Jyoti Shikhar Building, District Centre, Janakpuri, New Delhi, Delhi 110058

info@wealthboosters.in

Stay Informed

Sign up to receive the latest news and resources