Annual Fee- 2%* of AUM (Assets Under Management)
(* Excluding GST)
We do not just help you generate income,
What We Do
towards a hopeful tomorrow.
Proinvest Nirmiti
Nirmiti as the name suggests is a creation of focussed, long term, unbiased investment ideas. The intent is to create a high Quality Multi-cap portfolio which will help in compounding investors wealth.
Fee Structure
Pick your smallcase
smallcases are intelligent baskets of right stocks that are managed by Proinvest Nirmiti Research Desk
Financial Planning
As your financial advisors we offer a coordinated and comprehensive approach to helping you achieve your personal and reasonable financial goals. Selecting appropriate investments is merely an ingredient in the recipe for an effective financial plan that should include essentials like a retirement and estate plan. Our experienced financial planning team will help find that perfect mix.
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Plan |
Basic |
Gold |
Platinum |
|---|---|---|---|
| Professional advice Fees in INR | 7500 | 15,000 | 25,000 |
| Existing asset advice |  |
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| Goal discovery and planning |  |
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| Recommendations on all types of Insurances and retirement advice | |
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| Monthly saving needs advice | |
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| Recommendations of right investment assets | |
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| Detailed Financial report |
Basic report on existing |
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| Detailed review of existing portfolio | |
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| Personal meeting with our experts | |
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| Personalized goal planning follow up report | |
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| Expert reviews on rebalancing portfolio periodically | |
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| Recommendations on yearly tax planning | |
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| Recommendations and advice on loans | |
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| Follow up via chat and email all around the year | |
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| Rebalancing of portfolio with extra charge | |
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