No question is too small.
No mandate too large.

Our free tools — SIP calculator, risk profiler, retirement planner — have zero minimum. You can start a direct mutual fund SIP through PaisaGraph for as little as ₹500/month. For personalised advisor support, we work with investors at all stages, from ₹1,000 monthly SIPs to multi-crore portfolios. Private Equity and pre-IPO access requires a minimum of ₹1 Crore per SEBI Category II AIF guidelines. Corporate fundraising mandates (IPO, PE, or debt) are scoped individually — there's no fixed minimum ticket size to start a conversation.

Yes, for investment advisory. PaisaGraph charges a flat advisory fee as a percentage of assets under advice (AUA). For managed portfolios this is typically 0.5–0.75% per annum. For smaller portfolios and SIP-only investors, we offer a flat monthly fee plan starting at ₹199/month with access to our tools, fund recommendations, and email advisor support. We receive zero distributor commissions and zero trail fees — our incentive is entirely aligned with your growth. Corporate advisory mandates — IPO, private equity, or debt fundraising — are quoted per engagement after an initial scoping call.

Absolutely. Many of our clients came to us after unsatisfying experiences with bank relationship managers or distributors. We can do a free portfolio review and let you know — honestly — whether your current setup is serving you well. No obligation to switch.

Yes. We advise a significant number of NRI clients on repatriation, NRE/NRO portfolio structuring, DTAA-optimised investments, and FEMA-compliant strategies. Our tax team includes specialists in international individual tax matters.

Yes. Alongside our individual investment advisory, our corporate advisory desk supports IPO readiness and execution, private equity and venture capital fundraising, and debt structuring for businesses across growth stages. Select "Fundraising / Capital Raise" under the General Enquiry tab above, or write to us directly, and a member of the corporate advisory team will respond within 4 hours.

PaisaGraph is ISO 27001 certified. Client data is encrypted at rest and in transit. We do not sell or share data with third parties. All our systems are penetration-tested annually by an independent security firm. Our Privacy Policy is available in full on our website.

Email grievance@paisagraph.in — our Compliance Officer responds within 24 hours. If unresolved within 30 days, you may raise a complaint on SEBI SCORES at scores.gov.in. Our SEBI registration number is INA000012345.