- Fee calculation (viz. AUM linked fee, fixed fee etc.),
- Invoice generation
- Fee Collection – Auto debit of fees from client’s bank account
Until recently, we were charging a 5% fee for using the above module (5% of invoice amount). But having listened to the feedback from advisors like you, we decided to amend the pricing policy.
Henceforth, we will be charging a flat fee of Rs.5,000/year for using this module. The said fee will be for billing upto Rs.5,00,000/year.
For further queries, feel free to write back to us.