The Great Holi Offer – WealthTrust Advisory Services


The Great Holi Offer – WealthTrust Advisory Services

Last December’17, we at WealthTrust launched our advisory services.

The support we got from then till now has been amazing. Almost 700+ clients have availed our advisory services since the start.

To show our gratitude towards our users for the support we have received till date, we are coming up with ‘Holi Offer’ starting from 28th Feb.

The advisory services subscription will be available at a attractive price *DRUM ROLLS*


We at WealthTrust has always believed in ‘Minimum Quantity, Maximum Quality’ & hence this offer will be available for LIMITED NUMBERS only.

The ‘Holi offer’ will go live on 28th Feb’18 11.00 am and last till the spots are left.

Pricing plan in detailed:

– The subscription includes a fixed annual fee of Rs. ̶9̶9̶9̶  Rs. 444/- (as part of the Holi offer). You just have to pay Rs. 444/- + Taxes initially.

– The variable fee (0.25%) is charged only on Advisory portfolio built after taking the subscription. And it is very nominal at just Rs. 250 on every 1 Lac you invest through WealthTrust. It is deducted on a quarterly basis (each quarter 1.4th of 0.25% of the portfolio value) starting after 3 months of subscribing to the advisory plan.

– If you have already invested in MFs before, you will not be charged a variable fee on it. Because we deal with only zero commission direct schemes, you get to save up to ~1.25% on commissions vis a vis Regular schemes.

Advisory Process:

  1.  i) Once you have subscribed, you will receive a mail with a link through which you can schedule the call with the advisor.
    ii) You will receive the call on the scheduled time.
  2.  On the call the advisor will do your Risk Profiling to find out Ideal Asset Allocation. The advisor will discuss your requirements and provide his suggestions. He will send a detailed report to you within 3 working days of the call.
  3.  In case you need urgent advise regarding investments before the call, you can send us a message on chat through the app. We will guide you on chat. However, the full portfolio review will happen on the scheduled call.
  4.  After the first call, you can contact advisor anytime whenever you have a query. The full portfolio review will happen again after 6 months.
  5.  You can contact our customer care team on chat or at 98790 02229, for any Account related and other operational issues.

So set your alarm clocks to 11am for 28th feb.

We wish you all a Happy Holi in advance and together we will work for the sweet returns on your MF portfolio.


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