Welcome to Wealth Assure

We do not have a pre-designed charge card. However we are very conscious of delivering substantially more value than what it costs our clients to retain us. We like to look at every person as a unique individual with unique needs, challenges and dreams. We would like to invest time to meet you, understand you and answer your questions. That helps us define how we can help you and how much would it cost you to retain us.

We believe in providing value added services to our clienteles. In this endeavor we have revised and engineered our service platform. These services are user friendly and will make your life easy and manageable.

We have formalized a rate chart for the facility we offer for Mutual Fund trading facility. You could either opt for direct application form or the online facility as E Account and Wealth Account. "E Account" will give you the benefit of trading mutual funds online. “Wealth Account” is an “online web nest” for all your investments hence it becomes your HUB.

E Account Fee Structure (online mutual fund trading facility)
Registration Charges (One Time)		300/-
Admin Fee		NIL
Transaction Fee (All Scheme Types – AUM)
FREE For AUM >= 5 lacs on 25th of the Previous Month; Otherwise as follows :-
	Purchase	SIP/STP	Switch
Transaction Fees (Equity+Bal)	1.00%	NA	1.00%*
Minimum Per Transaction (Equity+Bal)	Rs. 40/-	NA	Rs. 40/-*
Others	Rs. 40/-	NA	--
Maximum Per Transaction	Rs. 500/-
• AUM is mutual fund AUM under all scheme types • Transaction Fees are currently levied on the mutual fund transactions done by the WA Customer through the Partner. Other Products can be introduced in future. • Service Tax would be additionally charged (current rate 10.30%) to the Customer on the above Fees. • * Levied only for Non-Equity / Non-Balance Schemes to Equity / Balance Schemes. • ** Currently, SIP/STP is not available. Rates would be communicated when added.
Wealth Account Fee Structure (complete web nest for all your investments)
Registration Charges (One Time)		FREE
Admin Fees		FREE For AUM >= 5 lacs on 25th of the Previous Month; otherwise :- Rs.50/- Half yearly
Transaction Fees (All Scheme Types – AUM)
FREE For AUM >= 5 lacs on 25th of the Previous Month; Otherwise as follows :-
	Purchase	SIP/STP	Switch
Transaction Fees (Equity+Bal)	1.50%	1.50%	1.50%*
Minimum Per Transaction (Equity+Bal)	Rs. 40/-	Rs. 30/-	Rs. 40/-*
Others	-	-	-
Maximum Per Transaction	Rs. 1000/-
Ceiling (per A/c per month)	Rs. 5000/-
• AUM is a mutual fund AUM under all scheme types • Transaction Fees are currently levied on the mutual fund transactions done by the WA Customer through the Partner. Other Products can be introduced in future. • Service Tax would be additionally charged (current rate 10.30%) to the Customer on the above Fees. • * Levied only for Non-Equity / Non-Balance Schemes to Equity / Balance Schemes • SIP with load will not be charged and for No Load SIP's, future installments would be charged. • Incase change of broker and switch from other ARN to NJ, it would not be charged