Check a planned client fee against SEBI's limit for investment advisers and research analysts. You see the most you can charge one family in a year, with the advance-fee and refund terms that go with it.
Who this is for
Registered investment advisers and research analysts pricing a service for individual and HUF clients.
What the free answer tells you
Whether your planned fee is inside SEBI's limit, the most you can charge that family, and the refund terms.
See an example, the time it takes and what comes after
Example
An investment adviser planning ₹2,00,000 a year in fixed-fee mode is ₹49,000 over the ₹1,51,000 limit. In assets mode on ₹1 crore of family assets, the limit is ₹2,50,000 and the same fee is inside it.
What you can get after
The client document set: fee and payment terms checked against the limit, with the risk profile and consent form for an investment adviser or the prescribed terms for a research analyst. Ready to fill in on this page.
How long it takes
About a minute. Taps and two numbers.
What happens next
Take the limit into your fee schedule. Nothing you enter is stored.
BuildWright does documentation, filing and compliance facilitation. This tool works from the rules cited on this page and does not give legal advice. You sign the agreements with your clients yourself; we prepare the papers. Compliance calendar.
Setting client fees and agreements? We prepare the agreement set and fee schedule.