Fee Philosophy
The initial consultation provided to you will be free of charge. This helps us to understand your financial objectives and will confirm how we can support you in working towards these. We will also discuss the cost and levels of our services both initially and throughout our relationship with you.
We charge our services by way of a fee. These fees are based on a percentage of the assets under our advisory. You pay us a fee based on your portfolio size and we earn no other fees, commissions or kickbacks. We do well only when your portfolio does well.
For our “Second Look” offering, we charge a one time lump sum fee depending on the complexity and the size of the portfolio and is typically subject to a maximum limit.
All fees or charges are disclosed and agreed in advance of undertaking any work.
Apricus Wealth Investment Managers LLP
Type of Registration: Non-Individual
Registration number: INA000017657 (Validity: Perpetual)
Complete address with telephone no:
Apricus Wealth Investment Managers LLP
Flat no. 1105, 11th Floor, 1106 Skipper House, 22, Fire Brigade Lane
Barakhamba, Connaught Place
New Delhi - 110001
+91-98103 02008
Disclaimer & Standard Warnings
Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
Investments in securities market are subject to market risks. Read all the related documents carefully before investing.
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Contact details of the Principal Officer:
Name: Vikrant Gupta
Contact number - +91-98103 02008
Email id - vikrant@apricuswealth.in
Contact details of the Compliance Officer:
Name: Kunal Bhatia
Contact number - +91-98110 04140
Email id - kunal.bhatia@apricuswealth.in
Corresponding SEBI regional/local office address:
Securities and Exchange Board of India
The Regional Director
5th Floor, Bank of Baroda Building
16, Sansad Marg, New Delhi - 110001
Delhi
Get in touch
If you have any questions, would like to know more about us, or if you would like to book an appointment, please enter your details and we’ll be in touch to discuss your needs.