MERKS Capital thanks our esteemed clients for the trust they have placed in us. Each day we strive to express our gratitude by offering them sound financial advice and guiding them to a safe and financially strong future. We consider our clients to be our biggest asset and it is because of them that our business has reached such great heights.

In line with our policy of providing transparent service to our clients, please see below for a clear depiction of the pricing model that we follow for our various services.

Inaugural Pricing - Valid upto 31.03.2017.

Relationship Value
INR 10000 - INR 25 Lakhs
INR 25 Lakhs - INR 300 Lakhs
> INR 300 Lakhs
Investment Services
stocks-shares Systematic Investment Plans or SIP
Free Free Free
Mutual Funds
Free Free Free
gold-bonds Gold bonds
Free Free Free
fixed-deposits Fixed deposits
Free Free Free
Corporate Bonds Corporate Bonds
Free Free Free
Debentures Debentures
Free Free Free
initial-public-offering Initial Public Offering or IPO
Free Free Free
central-state-government-bonds Central & State Government Bonds
Free Free Free
Tax savinginvestments Tax saving investments
Free Free Free
online-investments Online investments
Free Free Free
mobile-application Mobile application access 24 x 7
Free Free Free
investment-monitoring Investment monitoring & management
Free Free Free
national-pension-scheme National Pension Scheme or NPS *
Per transaction Per transaction Free
small-savings-schemes Small savings schemes (Post office)
Per transaction Per transaction Free
stocks-shares Stocks & Shares
0.50% 0.30% 0.10%
Commodities Commodities
0.05% 0.03% 0.01%
Currencies Currencies
0.05% 0.03% 0.01%
stock-futures Stock futures & options
0.05% 0.03% 0.01%
investment-portfolio Investment Portfolio - In Person Review
Yearly Half yearly Quarterly
Financial Planning Services
financial-health-check Financial Health Check
Free Free Free
risk-profiling Risk profiling
Basic profiling Premium profiling Privilege profiling
goal-based-financial-plan Goal based Financial Plan
(Link to sample financial plan)
Rs 1000 Per Month Free Free
financial-plan-execution Financial Plan Execution
Free Free
financial-plan-execution Financial Planning & total management
Free Free
live-tracking Live tracking of financial goals
Free Free
Special Services
financial-investments-in-real-estate Financial Investments in Real Estate
0.2 % Monthly Free Free
portfolio-management-services Portfolio Management Services
0.2 % Monthly Free Free
portfolio-management-services NRI investments
0.2 % Monthly Free Free
tax-planning-it-return-filing Tax planning, IT return filing & Accounts management services *
- ( Services through our partner panel of senoir auditors / auditing firms)
Rs 15000 Yearly Free Free
overseas-investments Overseas Investments
0.25 % Monthly 0.2 % Monthly Free
estate-planning-services Estate planning services *
- ( Services through our partner panel of professional lawyers / law firms)
Rs 25000 Per Plan Rs 10000 Per Plan Free
Terms & Conditions
launching-shortly * Launching shortly
pricing-is-subject-to-change Pricing is subject to change.
statuatory-taxes-levies-as-applicable Statuatory taxes & levies as applicable
standard-terms-conditions-apply Standard terms & conditions apply
The following clientele will
start as Gold category by default
non-individual-clients Non individual clients
employees-of-corporates-institutions Employees of corporates & Institutions
associations Associations
central-state-government-employees Central / State government employees
professionals Professionals
The following clientele will
start as Diamond category by default
ngo NGOs
non-proft-organisations Non Proft Organisations
charitable-trusts Charitable Trusts
self-help-groups Self Help Groups (SHGs)

For arrangement of loan products, we charge 0.5% to 3% as fees. The fee is calculated on a case by case basis depending on the complexity of the service. This fees may or may not include the processing fees charged by the lending entity.

All fees and charges will be clearly communicated to the client in advance and we will proceed to execute the service only after the client's consent.

MERKS will not charge fees from clients. We are remunerated from the commissions paid by insurance companies.


MERKS Capital Private Limited.,

Distribution office:
A.R.Tower, Ground Floor,
No.134, Periyasamy Road (East),
R.S. Puram, Coimbatore - 641002,
Tamilnadu, INDIA.
Phone : 0422 4206427
Mobile : +91 98941 55841, +91 98430 68275
Email :

Advisory office:
No.26, S.R.Complex,Second Floor,
Raja Annamalai Road,
Saibaba Colony, Coimbatore - 641011,
Tamilnadu, INDIA.
Phone : 0422 4206424
Mobile : +91 99944 47878
Email :

2016. All rights Reserved

MERKS Capital Private Limited © 2016. All rights reserved. All images and other content on this site are the intellectual property of their creators and owners. Commercial usage of the content of this site and/or usage of this content in commercial environment without prior written permission from MERKS is prohibited and will be persecuted.