Fee Disclosure

Transparent, Fee-Only Pricing for Our Advisory Services

Advisor explaining transparent fee structure

Our Fee-Only Commitment

Investment Climb Advisory follows a transparent “fee-only” model. We do not receive any commission or incentive from product manufacturers, mutual funds, insurance companies, or any other financial institutions. This ensures our advice is completely independent and solely in your best interest.

Our Service Fees

Service TypeDescriptionFee ModelFrequency
Comprehensive Financial Planning
Covers goal setting, asset allocation, and portfolio reviewcontact usAnnual
Ongoing Portfolio Advisory
1% of assets under advice (AUA)1% of AUAAnnual

Payment Details

Payment Method

All payments must be made through electronic transfer only (NEFT, RTGS, IMPS, or UPI). We do not accept cash payments to ensure complete transparency and regulatory compliance.

Refund Policy

Fees are non-refundable once the service has been initiated and engagement documentation has been signed.

Billing Cycle

Invoices will be sent as per the agreed frequency. Fees must be paid within 15 days of invoice date.

No Commission-Based Income

We declare that Investment Climb Advisory and its representatives do not receive any commission, kickbacks, referral fees, or any other form of consideration from third parties including mutual funds, insurance companies, brokers, or any financial product manufacturers.

GST Applicable

All fees mentioned above are exclusive of GST. Applicable GST will be charged as per prevailing tax regulations.

Important Disclosures

  • Fee structure is as per SEBI (Investment Advisers) Regulations and Regulation 15A requirements
  • Investment Climb Advisory is committed to transparent disclosure of all fees and charges
  • Any changes to the fee structure will be communicated to clients in advance and updated on this website
  • Clients will receive detailed invoices for all advisory services rendered

Questions About Our Fees?

We believe in complete transparency. If you have any questions about our fee structure or would like to discuss a customized engagement, please contact us.

Contact Us