Fees

At 29k, we believe it is important for you to understand the costs associated with obtaining services from us. As our client, you shall benefit from the full scope of our services and resources of a global investment adviser. Through your 29k Adviser, you have access to our company's powerful capabilities: world-class research, high-quality investment offerings from across the world, views of leading Fund Managers, financial planning and credit management tools and our team of in-house professionals, including retirement planning, estate and trust service specialists.

How 29k is Remunerated by you

Depending on the type of relationships you establish and the ways you choose to do business with us, 29k may be compensated for the services through transaction commissions, asset-based fees and other fees and charges.

Investment Management and Financial Planning

In 29k's investment management and Financial Planning programs, you generally pay an Initial fee and an asset linked fee based on the average of the portfolio valuation at the end of each billing cycle. The fee is applied at the rate of 1% per annum. Unless otherwise noted, the asset-based fee generally covers investment consulting and certain brokerage services provided by 29k, as well as the external or internal investment management fees. However, the asset-based fee does not cover expenses paid internally within any mutual funds you may own.

If you select 29k advisory, your Adviser will provide investment advice, but you will retain decision-making authority over the account.

Other Remuneration

29k and its affiliates may earn remuneration in other, more indirect ways with regard to certain of the products you purchase or services you receive. A full disclosure of our remuneration can be made available to you prior to making any execution through us.

As per the SEBI circular No. SEBI/IMD/CIR No. 4/ 168230/09 dated June 30 2009, the below link provides the brokerage report including details of the scheme wise disclosure of commission/ brokerage paid to 29k Investment Advisers Private Limited, due to the company’s association with the various empanelled fund houses.

Payment Option

 

 

Hardik Shah

The most important part of financial advising is giving the right advice irrespective of whats' in there for the advisor. The second part being able to know the life goals and help the client to work towards them. 29k advisers have been very prudent and efficient on these aspects. Moreover, I just love to see my entire assets and liabilities together at one place and hence easily review it annually.

AVP- Business Intelligence and Analytics, Abu Dhabi Commercial Bank, Abu Dhabi, UAE

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