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How does a Registered Investment Advisor (RIA) charge fees, and why is it beneficial?
RIAs follow a transparent, client-first fee structure, typically:
Fixed Fee – A set fee for financial planning and advisory services.
Assets Under Management (AUM) Fee – A percentage of your investment portfolio, aligning our success with yours.
What is the difference between a Mutual Fund Distributor (MFD) and a Registered Investment Advisor (RIA)?
A Mutual Fund Distributor (MFD) earns commissions by selling mutual funds and may offer investment recommendations based on product suitability. An RIA (Registered Investment Advisor) provides fee-based, unbiased financial advice while acting in a fiduciary capacity, ensuring that all investment decisions align with the client’s best interests rather than earning commissions from product sales.
What investment strategies do you use?
We follow a core-satellite approach, combining stable, long-term investments with strategic opportunities in equity, fixed income, and alternative investments to optimize returns while managing riskWhat are your qualifications and experience in investment advisory?
Individuals with a graduate or postgraduate degree in specified fields and NISM-Series-XA & XB certifications can register as Investment Advisors. Specified fields include finance, accountancy, commerce, economics, capital markets, banking, insurance, actuarial science, and other related areas in financial services.
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- Our Strategy
STEP
The first meeting
Understanding the Problem
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STEP
02
The second meeting
Business Plan Consultant
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STEP
03
The final meeting
Problem Solved
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