Investment Advisory

What is Investment Advisory?
Investment Advisory is our personalized service where we will help you to Design a customized portfolio optimized according to your needs & risk prof...
Thu, 7 Dec, 2017 at 4:12 PM
Is advisory suitable for me?
Investment advisors, like personal gym trainers, serve the dual purpose of motivating you to achieve your goals and guide you to build a portfolio that fits...
Thu, 7 Dec, 2017 at 4:14 PM
What are the charges?
WealthTrust believes in simple, transparent pricing.  The annual fee is Rs.999 + 0.25% of advisory portfolio + applicable taxes.  The annual fee rate o...
Thu, 7 Dec, 2017 at 4:16 PM
How does advisory work?
Once you pay the fixed fee of Rs. 999 + Taxes, we will schedule your call with our advisor. The advisor will review your portfolio based on your needs, risk...
Thu, 7 Dec, 2017 at 4:18 PM
Once I pay the fee, when & how the call will be scheduled?
Once the payment is done, you will receive a mail within 8 working hours from our customer relationship team and the call can be scheduled at your preferred ...
Thu, 7 Dec, 2017 at 4:20 PM
Why do you charge a variable fee?
The variable fee is based on your portfolio value. The variable fee helps us to keep working in our client’s best interest as our remuneration is based on h...
Thu, 7 Dec, 2017 at 4:21 PM
Can I cancel the advisory plan? Do I need to pay additional cancellation charges?
Yes, you can cancel the plan. We have a no-questions-asked refund policy in place for the customers who would like to cancel in first 30 days. We will not de...
Thu, 7 Dec, 2017 at 4:22 PM
I tend to pick my own schemes. Should I still opt for advisory?
Investing in mutual funds requires research which needs in-depth knowledge and lots of time. The knowledge can be acquired over time if you have right tools...
Thu, 7 Dec, 2017 at 4:29 PM
I already have a friend who advises me, why should I opt for advisory?
Our advisors are SEBI-registered and they are legally allowed to give clients advice on Mutual Funds. We hope your friends have requisite expertise as that ...
Thu, 7 Dec, 2017 at 4:30 PM
Do you give a demo before paying for the subscription?
We offer cancellation of the plan at no cost to the customer, hence if you are not happy with our suggestions (we will ensure that this does not happen), the...
Thu, 7 Dec, 2017 at 4:32 PM