| Benefits | Capital Club Zero fee plan covering Funds & Goals |
Advisory Club Advisory covering Stocks, Funds & Goals |
Elite Circle Managed Portfolio Advisory in Stocks, Funds To Build Wealth |
| Stocks – Growth Stocks Advice | No | Upto 2 stock advices per month | Portfolio of 15-25 stocks for Flexicap & Smallcap Strategies |
| Stocks – ‘When to Sell’ Advice | No | Sell calls on stocks recommended earlier | Quarterly Rebalancing of overall stocks portfolio |
| Mutual Funds – Customised Advice on Funds to Invest | Yes (regular plans) |
Yes (direct plans) |
Yes (direct plans) |
| Mutual Fund – ‘When to Sell’ Advice and Rebalancing | Half Yearly Rebalancing | Half Yearly Rebalancing | Quarterly Rebalancing |
| Financial Plan – Life Goals | 3 Goals | Unlimited Goals | Unlimited Goals |
| Financial Plan Review | Half Yearly | Half Yearly | Quarterly Personal Review |
| Advisory Packs | Upto 10 advices / yr | Upto 24 advices / yr | Unlimited advices |
| Minimum Investment ( Assets under Advisory / AUA ) | No Minimum | No Minimum | ₹ 10 lakhs lumpsum; or Monthly SIP of ₹ 30,000 |
| Advisory Fee | No advisory fees | Starts at ₹400/monthly | 1.25% of invested value, Payable Half Yearly |
| Subscribe | Subscribe | Connect Advisor |