Pricing
Price is what you pay. Value is what you get.
WMX Direct Junior
[age : 20 – 35 yrs]
✓ DIRECT Fund Investments
✓ Comprehensive Financial Plan
✓ Execution Guidance
✓ Portfolio Review & Rebalancing*
☓ Free Mobile App
☓ Paperless Investing
☓ Multi-Asset Capability
☓ Goal Progress Tracking
☓ Family Portfolio
☓ 24/7 Support
₹19,990
WMX Trust
[ age : any ]
✓ Comprehensive Financial Plan
✓ Investment Execution
✓ Portfolio Review & Rebalancing*
✓ Free Mobile App
✓ Paperless Investing
✓ Multi-Asset Capability
✓ Goal Progress Tracking
✓ Family Portfolio
✓ 24/7 Support & More
₹0
WMX Direct Senior
[age : 36+ yrs]
✓ DIRECT Fund Investments
✓ Comprehensive Financial Plan
✓ Execution Guidance
✓ Portfolio Review & Rebalancing*
☓ Free Mobile App
☓ Paperless Investing
☓ Multi-Asset Capability
☓ Goal Progress Tracking
☓ Family Portfolio
☓ 24/7 Support
₹24,990
* ₹2,000/- is chargeable for Portfolio Review and Rebalancing under direct plans. The charges will be waived off, if the portfolio returns are negative.
All prices are including taxes.
F.A.Q.
Are Direct plans better than Regular plans ?
Certainly. Direct plans will have lower expense ratios and hence, will earn higher returns compared to its Regular counterpart. But make no mistake, Direct investors have tendency to give into the market volatility which may reduce their returns.
How do you earn money in WMA Trust Plan?
You pay nothing when you invest through us, because, we earn commissions from the Asset Management Companies. Our commissions are part of the mutual fund expense ratios.
Is there any recurring charge in WMX Direct?
A plan requires regular reviews, at least once a year, to make sure that the initial investment thesis still holds good, and if any course corrections are required. This is a chargeable service at INR 1,000/review. If your portfolio is in negative, then we don’t charge any money for the review, because we know the pain of having to pay money when the portfolio is in red.
What is a comprehensive financial plan ?
The plan shall consist the current Financial Health Check, Cash Flow analysis, Risk & Insurance Plan, Tax Plan, Goal Plan, Retirement Plan, Investment Plan & Guidance for Estate Planning.
How much do you earn ?
Although it varies from fund to fund, it is typically about 0.5% – 1% for Equity investments & 0.03% to 0.4% for Debt investments.
Do you advice on stocks ?
No. We dont. If we do any stock analysis, we may share with you but the analysis will not have buy/sell price or price projections. We are not SEBI registered stock advisors.
Grab your 10% discount code
for WMX Direct
get in touch with us
WMX TRUST
Ease Of Access
A mobile app and a desktop site to access your investments and place transactions anytime from anywhere.
Multi-Asset Interface
Bring all your assets under one roof. Be it EPF or Insurance policies, to look at your finances as a whole.
Secured Portal
Enterprise grade security with 256 mbps encryption for the data traffic and access management.
What you get from us
Honest Advice
A financial planner is nothing, if not honest.
Seamless Knowledge
Not only we tell you “What”, we tell you “Why”.
Tailored Plan
There is no one size fits all in financial planning.
Online Investing
A desktop tool & a mobile app for investing online
Multi-Asset Tool
Provision to add various assets including PPF, EPF etc
Goal Tracker
Track your goal progress via mobile app or desktop
Family Portfolio
Access yours’ and your family portfolio at once
Fund Research
Funds selected through a solid strategy
Let’s Get Started
because in investing, Time is more important than the Timing!
