Plans & fees
Simple, transparent fees.
You pay a clear advisory fee — that’s it. We don’t earn commissions from any product we recommend, so our advice stays unbiased.
Essential
For individuals starting a structured investing journey.
[[₹ amount]]per year
+ GST as applicable
- Risk profiling & suitability assessment
- Goal-based financial plan
- Mutual fund portfolio recommendations
- Half-yearly portfolio review
- Email support
Growth
For investors who want ongoing, hands-on advice.
[[₹ amount]]per year
+ GST as applicable
- Everything in Essential
- Equity & mutual fund advisory
- Quarterly portfolio review calls
- Tax-efficient rebalancing guidance
- Priority email & call support
Family
Comprehensive planning for the whole household.
[[₹ amount]]per year
+ GST as applicable
- Everything in Growth, for the family
- Retirement & children’s education planning
- Insurance adequacy review
- Estate & succession planning guidance
- Dedicated adviser
Included in every plan
- Signed advisory agreement before any advice
- Documented risk profile and suitability assessment
- Written recommendations with rationale
- No commissions or hidden charges
How billing works
Fees are charged as per the investment advisory agreement and within the limits prescribed by SEBI. Payment is accepted only through banking channels to the account of [[Legal entity name, e.g. Easy Gain Investment Advisers Pvt. Ltd.]] — never in cash.
You may terminate the agreement at any time. Refunds of any unexpired portion of fees are handled as described in our refund policy.
Not sure which plan fits?
Book a free discovery call. We’ll understand your situation and recommend the right engagement — or tell you if you don’t need one.