Need for a financial adviser
In a buyer beware market, investors need someone on their side.
How do you know which investment option is the right one?
All it takes is one financial mistake to derail your wealth creation journey. Individual investors don’t have the bandwidth to comb through available products and understand the fine print. We do.
Our clients have the sharpest minds in their fields. They are mid and top-level corporate executives, entrepreneurs, industrialists, performing artists, lawyers, doctors, chartered accountants, etc. We provide seamless service to clients in India and abroad (USA, Europe, Singapore, South Africa, The Middle East, Hong Kong, and Australia).
RIA vs Distributors
The term financial adviser was widely used. Now, the only financial advisers are SEBI registered investment advisers. Ithought is a SEBI Registered Investment Adviser (RIA) and we are held to the highest fiduciary standards in India. An investor must protect their interests by working with qualified professionals with transparent business models.
||Facilitate investment transactions
||Flat or AUA based fee
|Responsibility to Client
||Fiduciary, can act only in the interest of clients
||Could act in self-interest
Fee Only RIAs
ithought is a fee-only registered investment advisor with SEBI. We charge a flat one-time fee for our investment review services. This fee is based on the scope of work. We charge AUA (assets under advice) based fee for our investment advisory services.
|Equity advisory (shares, ETFs, and MF)
||1.5% p.a. of AUA
|Debt advisory (Mutual Funds)
||0.5% p.a. of AUA
|Investment Review Services
||Starts at Rs. 5,000
* All fees are exclusive of applicable taxes