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Fees & Disclosures

Advisory Fees

Fees are charged in a transparent manner as permitted under SEBI regulations and are communicated clearly before the start of the engagement.

Fee models may include:

Risk profiling is conducted to assess suitability and create a clear framework for recommendations. This includes understanding:

Flat fee model

AUM-based fee model

Hybrid model (where permitted)

One time service fee

Important points

Fees are disclosed upfront

Fees are charged only for advisory services

The client is informed about scope, frequency and deliverables

(A detailed fee schedule can be shared during the first consultation based on the nature of engagement.)

Key Disclosures

Investments are subject to market risks and suitability assessment

Past performance is not indicative of future results

No assurance or guarantee of returns is provided

Advisory recommendations are based on information provided by the client and publicly available data

Clients should consult their tax professional for filing and tax compliance

Regulatory Disclosure

Pritesh Shah is registered with the Securities and Exchange Board of India (SEBI) as an Individual Investment Advisor under SEBI (Investment Advisers) Regulations, 2013. Registration granted by SEBI does not imply endorsement. Investments are subject to market risks.