Rules & regulators
SEBI's limit on what an IA can charge one family in a year: ₹1,51,000 under a fixed fee, or 2.5% of AUA under an AUA fee.
The limit covers all the adviser's services to your family together, not each service separately. Different limits can apply to accredited investors and some institutional clients.
For SEBI-registered research analysts: SEBI limits what an individual or HUF can be charged across one research analyst's services to ₹1.51 lakh per family per year. Firms that are not individuals or HUFs can agree fees outside this cap.
SEBI's limit on what an IA can charge one family in a year: ₹1,51,000 under a fixed fee, or 2.5% of AUA under an AUA fee.
The limit covers all the adviser's services to your family together, not each service separately. Different limits can apply to accredited investors and some institutional clients.