At Fee Only, we offer premium services at fairly affordable prices.
The following fees are payable during the course of this engagement:
At Fee Only, it is more than just hiring wealth or financial experts. It is the kind of long-term partnerships that promise transparency and delivers satisfaction. As team of seasoned financial experts and advisors it is our fiduciary responsibilty to act in your best interests with unwavering passion and complete dedication. Hence, we work on fee only basis.
The Fee-Only approach, allows us not to get driven by commissions, targets or other selling philosophies – which are industry norms. Instead, it incentivises us to handle your wealth from a purely advisory standpoint and in your best interest. It helps us to give unbiased product recommendations to you, which will always be in line with achieving your objectives. This enables us to be truly walking alongside you, hand-in-hand.
Unbiased Expertise
We live up to our name, literally. With a fee-only compensation model in place, we have no incentive to favour a service or product. Commission-based advisors can leave you second-guessing your decisions every step of the way, questioning their advice and motives. We identify financial solutions and products (or services) that will align with your goals, with no strings attached.
Fiduciary Responsibility
Being in a relationship based on trust, we take our fiduciary responsibilities seriously. As a SEBI registered investment advisor, when a client comes on board, we take a personal interest in ensuring that our clients’ resources are efficiently managed. By understanding our client’s goals, psyche and aspirations, we devise plans that will play to the strengths of their wealth all while working on solutions to avoid fees and commissions helping you navigate the financial landscape with ease.
360 Degrees Financial Solutions
Financial management can offer its own share of complications that could be unique to your situation;
which is why utilising a one-size-fits-all approach may not be effective. Thus, we have developed a wide
range of integrated wealth management solutions designed to help you make the most of your available
resources. Basically, a one-stop-shop for financial solutions.
Our integrated solutions includes:
As investment advisors who look out for the best interest of their clients, (as a part of our Fiduciary Responsibility) here are some of the guiding principles of our investment advisory practice:
At Fee Only, our clientele is as unique as our proposition. We service both resident and NRI clients. We service the jet-setters, the go-getters, individuals that work in middle to senior positions in the corporate world, or those running their own companies/practices. Our clients would typically have an investment of at least Rs. 50 lakhs or more (around USD 100,000 or more) or a monthly investible surplus of Rs. 3 lakhs or more.
While we proudly flaunt our never say never attitude, here are a list of things we do not do.
We do not recommend any investment that promises unrealistic high returns, that simply seem too good to be true.
Starting off as a qualified Chartered Accountant and a tax expert, Harsh has been a serial entrepreneur and has successfully exited from his ventures. His venture-funded startups included Apnaloan.com and Apnapaisa.com.
In 1998 he was responsible for setting up ICICI’s retail lending business from scratch. He is also well known as a finance expert on popular TV channels like ET Now, CNBC, Zee business and writes a fortnightly column “Frankly speaking” in the Business Standard a leading business daily in India. He has authored a book titled “The Complete Home Loan Guide”. He has conducted numerous workshops on taxation and personal finance.
Putting together the best from his illustrious career he has created Fee Only Advisers LLP, his magnum opus. At Fee Only, our comprehensive list of services blends perfectly with a trusting client partnership. After all, you complete the financial metrics.