Foliyo Flat Fee Wealth Advisor

Foliyo AI

About this app

Foliyo is a SEBI-registered, fee-only Investment Adviser for Indian families (SEBI RIA Reg. No. INA000023454). We advise you directly: one flat quarterly fee, zero commissions, direct plans only.

Your money deserves an advisor who works for you. Banks, distributors and relationship managers are paid commissions by the products they sell you. Foliyo is paid only by you, so the only way we earn more is by being worth renewing.

HOW IT WORKS
1. Book a free intro call. Answer a few questions about your family, goals and investments in the app, see your risk profile, and pick a time. The 30-minute call is on Google Meet, free and with no commitment.
2. Get your family financial plan. Your Foliyo wealth team builds a plan around your goals, retirement, taxes and protection.
3. Invest in direct plans. Every recommendation uses zero-commission direct mutual funds.
4. Ongoing monitoring and reviews. Your portfolio is tracked and reviewed with you.

YOUR FOLIYO WEALTH TEAM
• Wealth Director: your senior advisor
• Senior Research Analyst: picks and reviews your funds
• Concierge Assistant: account setup, paperwork and updates, handled for you

IN THE APP
• Book your intro call, reschedule it and join it on Google Meet
• See your journey: intro call, your plan, account setup, monitoring and reviews
• Read your financial plan once it is published
• Track your family's portfolio from your CAS statement
• Share documents securely with your advisory team

PRICING
• Foundation: ₹5,400 a quarter + ₹10,000 one-time onboarding. Ideal for salaried individuals.
• Wealth: ₹7,400 a quarter + ₹15,000 one-time onboarding. Ideal for couples.
• Private: ₹19,400 a quarter + ₹40,000 one-time onboarding. Ideal for HNIs.
The onboarding fee covers your first 6 months; the quarterly fee starts in month 7. All fees are plus 18% GST. Zero commissions, cancel anytime, no exit fee.

Questions? Write to [e-mail] or visit https://foliyo.ai

Foliyo is a SEBI-registered Investment Adviser (SEBI RIA Reg. No. INA000023454; BASL Membership No. 2598), operated by Weekend Bytes Tech Private Limited. Registered Office: Innov8, Mantri Commercio, Bellandur, Bengaluru – 560103. Investment in securities market is subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.