Fee calculator

WealthX Capital Management Private Limited (demo firm) · SEBI Reg. No. [INP000000000] · Last updated 3 November 2026.

Sample page for the demo. WealthX Capital is a made-up portfolio manager used in the WealthX demo. This page shows what a firm on WealthX publishes; it is not a real firm's disclosure, and none of it is investment advice.

See what fees and an exit load would come to on an example investment, before and after fees. It's an illustration on an assumed return, not a forecast: real returns vary, and your agreement sets your actual fees.

Amount invested (₹)

Years invested12345

Assumed return before fees (% a year)

Fee structureFixed: 1.5% a year, charged quarterlyHybrid: 1% a year + 20% of gains over a 10% hurdle

Withdraw everything at the end (exit load applies in years 1–3)

How it's worked out

• The portfolio grows at the assumed return, compounded each quarter.
• Fixed fee: 1.5% a year (0.375% a quarter) of the value at each quarter end. Hybrid: 1% a year the same way, plus 20% of the year's gain above a 10% hurdle, charged only above the previous high-water mark.
• GST at 18% is added to every fee. There is no upfront fee.
• Exit load on withdrawing everything: 3% of the value in year 1, 2% in year 2, 1% in year 3, nil after.