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docwealthadvisors

  • Advisory Plan

    Tiered Fee Structure

    Our aseet under advice plan (AUA) plan features a tiered fee structure (slab-based FEE) based on the total value of assets under our advice. This ensures you benefit from reduced fees as your portfolio grows. Note: Portfolios over ₹10 cr qualify for our exclusive 0.5% fee rate.

    No Hidden Charges

    We pride ourselves on transparency. There are no hidden charges or additional fees beyond what is outlined. 

    To know the exact pricing for your specific portfolio, please call us or schedule a meeting using the link

    Distribution Plan

    Our Distribution Plan is designed to provide you with expert financial advice without any direct payment from you. Instead, our revenue comes directly from the product manufacturers, ensuring a seamless and cost-effective experience for you.This plan is ideal for clients who prefer not to incur upfront or ongoing advisory fees.


    Note: Clients must choose one of the two plans during onboarding. Switching between plans is allowed once a year.

    Schedule a call

Advisory Plan

Tiered Fee Structure:  Our asset under advice (AUA) plan features a tiered fee structure (slab-based FEE) based on the total value of assets under our advice. This ensures you benefit from reduced fees as your portfolio grows. 

Note:  Portfolios over ₹10 cr qualify for our exclusive 0.5% fee rate.

No Hidden Charges:  We pride ourselves on transparency. There are no hidden charges or additional fees beyond what is outlined. 

To know the exact pricing for your specific portfolio, please call us or schedule a meeting using the link at the bottom of the page.

Distribution Plan

Our Distribution Plan is designed to provide you with expert financial advice without any direct payment from you. Instead, our revenue comes directly from the product manufacturers, ensuring a seamless and cost-effective experience for you. 


This plan is ideal for clients who prefer not to incur upfront or ongoing advisory fees.



Note:        Clients must choose one of the two plans during onboarding. Switching between plans is allowed once a year.

Our Plans Include

1. Financial Review

    - Financial assessment of life goals.

    - Review of existing assets and liabilities; counseling on unproductive assets.

    - Review of existing insurance plans (life, health, and disability) and recommendations.

2. Financial Management

- An investment roadmap.

- A comprehensive financial plan.

- Prioritization of life goals & affordability assessment.

    3. Investment Advisory

    - Customized asset allocation and goal-based investment advice.

    - Tailored wealth management strategies.

    - Sounding board for investment advice on sophisticated products.

    4. Estate Planning

    - Assistance in setting up a will, POA, or other estate arrangements. 

    - We also work with your personal financial intermediaries (CA, Banker, Lawyer).

    5. NRI Services

    - Customized relocation plans for doctors moving in/out of India.

    - Repatriation Services, NRI Banking Solutions, Property Services.

    - Tax Planning & Compliance.

    6. International Investing

    - Diversifying your investments globally.

    - Hedge against rupee fluctuations.

    - Invest in renowned companies worldwide.

    7. Bespoke services

    - We have helped our clients rent homes and hire staff. We don’t say ‘no’ to most friendly requests.

    Young Doctors:
    ​Start-up Phase

    Paying off student loans, budgeting for further education, and generating alternate sources of income.

    Middle-Aged Doctors: Peak Earning Phase

    Debt repayment, tax planning, cash flows, independent practice, and indemnity insurance.

    Pre-Retirement Doctors: Cooling-off Phase

    Retirement planning, spending plan, real estate portfolio, estate plan, and philanthropy.

    Mode of advice

    Physical meetings (at mutually convenient times)

    Video calls (at mutually convenient times)

    Phone calls (ad-hoc or at mutually convenient times)

    Whatsapp group for updates and correspondence

    Get in touch