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KevalaCapital

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KevalaCapital

Transparent. Fair. SEBI‑Compliant.

Our pricing is designed to be simple, transparent, non‑conflicting, and fully aligned with SEBI (Investment Advisers) Regulations, 2013.

Advisory Fee Structure
Percentage of Assets Under Advice (AuA)
2.5%

p.a. (Max Limit)

AuA refers to assets for which advisory recommendations are provided. The Adviser does not have discretionary control or custody over client assets.

Billing Basis

Calculated on the average AuA

Fees adjusted periodically against services rendered

Charged in advance and adjusted pro‑rata

Minimum Fee / Entry Ticket

To ensure meaningful engagement, a minimum advisory fee of 2500 and investment ticket size of 1 Lakh applies.

What Is Included

Risk profiling and suitability assessment

Goal‑based financial planning

Rule‑based portfolio construction

Factor‑based and research‑driven recommendations

Periodic portfolio review and rebalancing

Behavioural guidance for long‑term adherence

Ongoing advisory support

What Is Not Included

Execution or transaction costs

Brokerage, STT, taxes, stamp duty

Fund expenses, Platform or demat charges

Any third‑party product or service fees

*Such costs are charged directly by the respective service providers.

No Conflict of Interest

Our compensation is independent of portfolio performance and product sales. This ensures our advice remains unbiased and aligned solely with your best interests.

Zero Commissions

We do not receive commissions, referral fees, or incentives from AMCs, PMS, AIFs, brokers, or distributors.

No Performance Links

We do not offer performance-linked, profit-sharing, or success-based fees. We focus on process, not just outcome.

Client-First Model

We do not charge commissions and do not earn from product manufacturers. We work only for you.

  • • All fees are explicitly disclosed before user onboarding.
  • • Fees are strictly documented in the Client Agreement / Advisory Agreement.
  • • Any future change in fee structure requires explicit client consent; nothing is changed unilaterally.

We believe in flexibility and fairness.

• Clients may cancel advisory services at any time.

• Refunds, if applicable, are processed on a pro‑rata basis for the unutilized advisory period.

• Detailed terms are available in our detailed Refund & Cancellation Policy document provided during onboarding.