FAQs (Frequently Asked Questions)

Products	QUANT MATRIX Advisory	WEALTH MATRIX Advisory	PORTFOLIO MATRIX Advisory Only First 100 Members	PORTFOLIO REVIEW Advisory	LEARNING MATRIX (Education*) Market Update
Capital adequacy	₹ 25 Lakhs +	₹ 8 Lakhs +	₹ 1 CR +	-	-
Fee	₹ 65000	₹ 35000	1.25% of AUA	₹ 15000	₹ 9500
Duration	6 Months	6 Months	6 Months	1 Month	6 Months
Service offered at	Telegram	Telegram	Email	Telegram	Telegram
Investment Horizon	Medium to Long Term	Medium to Long Term	Medium to Long Term	-	-
More attention to	Small & Mid Cap	Large & Mid Cap	All	-	-
Number of stocks in a month	2-4 (depends on market situation)	1-3 (depends on market situation)	Customized	Max 50 stocks review	2 stock reports a month (no buy/sell recommendation)
Volatility	High	Medium	High to Medium	-	-
If subscribed portfolio matrix (AUA MODE) #
If subscribed (FIXED FEE) #
Subscription	Payment	Payment	Payment	Payment	Payment

Important Notes:
# As per regulatory guidelines, clients who opt for any Fixed-Fee investment advisory service such as Wealth Matrix / Quant Matrix / Portfolio Review Services will not be eligible to subscribe to the Portfolio Matrix (AUA-based advisory model) and vice versa.
* Learning matrix is a non-advisory product and will not cover any buy/sell recommendation. It is purely informative.