Comparison Between Plans - Individuals

Benefits Capital Club
Zero fee plan covering Funds &
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)
​ (direct plans)
​ (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​
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