Q: What is the initial amount of investment?

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• Q: Is advisory fee refunded if I withdraw part of my investment?

  A: In case of partial withdrawals, the advance fee will be refunded on a pro-rata basis (from the date of withdrawal to the account anniversary) only if the withdrawn amount is part of the original capital on which the fee was charged. Example 1: If ...

• Q: Can you give examples of how fees are calculated?

  Date Transaction summary Amount (₹) Fee Rate / Method Fee (₹) GST (18%) (₹) Total Fee (₹) Notes Jan 1st, 2024 Initial Investment 5,00,000 1.50% p.a Flat 7,500 1,350 8,850 Paid upfront for full year as advance Aug 1st, 2024 Top-up 1,00,000 Top-up fee ...

• Q: Can you provide examples of how advisory fees are adjusted when a client withdraws funds?

  A: If a customer opens an account on 1st January 2025 with an investment of ₹20,00,000, the advance annual advisory fee will be charged at 1.50% p.a., along with 18% GST. In the event of a partial withdrawal of ₹15,00,000 on 1st August 2025, the ...

• Q: What if I close my account before the anniversary date?

  A: In case of full withdrawal or closure before the anniversary date, the advisory fee is refunded on a pro-rata basis, calculated from the termination date to the next anniversary, based on the initial capital (not the current market value). In such ...

• Q: What investment benchmarks do you use?

  A: At ActiveInsights, we utilize one of India's most comprehensive equity indices as our performance benchmarks: BSE500TRI The benchmarks have been carefully selected to provide a broad and representative measure of the Indian equity market ...