Everyone's dreams, needs and financial situations are different. The level of financial planning services and related products you may need from Dhulji Advisory will also be unique and will have a direct bearing on the fees you pay.
Your initial meeting is complimentary
Your initial consultation with our advisor is at no cost or obligation to you. Although the initial consultation will not include a written plan or recommendations, the advisor will answer your questions about initial and ongoing costs and fees and let you know what you can expect to receive.
Financial planning fees
As an Dhulji Advisory client, you'll pay a fee for ongoing financial planning that you receive from an advisor. This fee will vary from one client to another based on the complexity of your financial situation.
Brokerage and other charges
While implementing your financial plan with Dhulji Advisory, any brokerage or other fees are charged based on the products and services of the manufacturer.
Apart from advisory fees for a Financial plan, we receive commissions / incentives directly from the manufacturer and hence, presently there is no advisory charges for Mutual fund and other Insurance products you purchase through us.
The commission from the respective product will in no way be influential in the advisory making process. Infact strong emphasis is given to the lowest cost provider considering all other things equal.