Fee Only Model – We are among the few wealth management players in the country who defy the practice of inbuilt commissions in the most preferred investment product-Mutual Funds. We promote zero commission direct plan of Mutual Funds and charge our clients separately for the advice & services rendered. Products whereas separation of commission is not possible, we provide full and fair disclosure of any commission earned to avoid any conflict of Interest. We have profit sharing plans where we make money when our clients make money ensuring the skin in the game.
Disclaimer – Clovek Wealth Management Private Limited is yet not a SEBI Registered Investment Adviser. We thus do not offer any fee based investment advice currently. Please drop your details below. We shall intimate you once we begin our advisory services after due approvals from the regulator.