Requirement of every individual is different considering the requirement, needs and current scenarios. The kind of advise and financial planning needed would determine the fees to be charged to the client.

The initial discussion with a Jalan Financial advisor is complimentary. There won’t be any advice or a written plan but the advisor would give an overview.

Financial Planning Fees

Your requirement and other factors helps to determine financial advisor fees. The fees paid depends on the complexity of your situation and needs.

How much does financial planning cost?

Jalan Financial fees are a function of:

• The varying situation of your financial situation
• The current financial situation such as income sources, debt, protection needs, and net worth
• The variety of goals that needs to be achieved over time
• Any other refined financial planning requirement such as legacy needs, business ownership or advanced investment strategies

It also depends on:

• Financial Planning experience
• Professional credentials
• Any specialized financial planning areas of focus the advisor may have

What you receive:

• We work on a clear policy of transparency and your advisor would start working after notifying you of all charges and benefits.
• The services by us shall include:
• Overall review of your financial planning needs, protection needs and basic estate planning need if any
• A full financial plan based on mode of action and status of the same from time to time
• Continuous monitoring and evaluation from time to time

Brokerage Fees

If the plan is implemented through Jalan Financial, any brokerage account and other fees are charged based on the products and services you purchase. Any compulsory maintenance charges of your demat or other account shall be explained to you in advance.