ASSET BUILDER PLAN
Get your investment account set up right
Before any investment decision can be acted on — buying, tracking, or rebalancing — your KYC, your investor ID, and your platform access need to be in place. The Asset Builder Plan is the one-time step that gets your entire account infrastructure ready.
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One-time account opening fee, ₹2,000
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Covers your KYC completion
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Investor ID + platform access included
THE FOUR ASSET CLASSES
What we track once you’re onboarded
This isn’t what the ₹2,000 fee buys — it’s what your account setup makes possible. Once you’re onboarded, keeping an eye on how your money sits across these four pillars is part of our ongoing process with you.
Debt
The stability layer of your portfolio. We track how it moves relative to the goals it’s meant to protect.
Gold
How much sits in your portfolio, and in what form — tracked alongside everything else you hold.
Real estate
Where your property holdings fit next to your other assets, watched so nothing gets over-concentrated.
Stocks
The growth engine. We track it against your time horizon, not day-to-day market noise.
THE BENEFIT
What this fee actually sets up
Your ₹2,000 account opening fee covers the work that has to happen before we can do anything else for you:
- KYC completion
- Investor Identification Number (IIN) creation with NSE
- Login creation on the NSE NMF platform
- Access to the Holistic Money App, so you can track and monitor your portfolio yourself
ENROLL
One decision, made properly
A properly set-up account is what makes everything after it work smoothly. Enroll once, and we’ll get your KYC, IIN, and platform access sorted — so you’re ready to invest without paperwork getting in the way.
SOLUTIONS
What we do for you after that
These aren’t part of the ₹2,000 account opening fee. They’re the ongoing work we do for you as your distributor, for as long as you invest with us — covered by the commission we receive from your investments, not billed separately.
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Helping you diversify without diluting returns
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Optimizing risk and return in your portfolio, over time
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Flagging when portfolio rebalancing is due
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Talking through the tax impact of investment decisions with you
ASSET BUILDER PLAN
Get your account ready today
Enroll and we’ll complete your KYC, set up your Investor ID with NSE, and get you access to the Holistic Money App — so your account is ready whenever you are.
ACCOUNT OPENING FEE
₹2,000
A single one-time payment covering account KYC, Investor ID (IIN) creation, and platform access.
Questions first? Call +91-44-4203-0722
Ongoing portfolio monitoring, rebalancing guidance, and related advisory support are provided as part of our distribution process and are compensated through commissions received on investments made through us — not through this fee.