Fees & Disclosures
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.