1. Complete fund for investment for the year should be set aside at the beginning of the year
2. If the annual investment is not deployed in a particular year, the balance will be carried forward to the next year.
3. Fees will be taken at the beginning of the year. Final fees will be calculated as either of
   • 0.2% of the monthly fund value or
   • 20% of the increment of the monthly fund value. Invoices will be generated every month and balance, if any, will be payable upon presentation of the invoice.GST as applicable would be payable.
4. Minimum fees for any year will be Rs. 10,000.
5. Minimum investment for the first year (in case of variable amounts) / any year (in case of fixed amount), for any plan would be 3,00,000

Suggestions for maximising returns

1. A separate bank account to maintain the investment fund
2. An additional balance of 3,00,000 to be maintained
3. Investments should be made on the same day as instructed
4. Redemption value over and above the commitment should be kept liquid in the bank account

Note:

1. Currently, we are not brokers and will not be processing any transactions directly.
2. The investments can be routed through any MF distributor. We can suggest agents if required.
3. Details of investment to be provided to us, as and when investments are made.