Frequently asked questions

Getting started / onboarding

How do I get started with AUTUS Wealth?

What documents are required for onboarding?

How long does it take to set up my portfolio?

AUTUS' investment approach

How does AUTUS guide me with my investments?

What is your investment philosophy?

How frequently do you review my portfolio?

What role does your in-house research team play?

Will I get a consolidated view of all my investments?

Fees & Transparency

What are your fees?

Are there any hidden charges?

How does your fee structure compare to other wealth managers?

Do you earn commissions from product recommendations?

Security & data privacy

How do you protect my data?

Is my financial information kept confidential?

What security certifications do you have?

How do you ensure secure communication?

Taxation & compliance

Do you provide tax planning services?

Can you help with tax-loss harvesting?

Do you assist with ITR filing?

How do you handle tax-efficient investing?

Estate & succession planning

Can you help with estate planning?

What does your succession planning service include?

How do you help with will creation?

Can you assist with family governance structures?

Alternative investments (PMS / AIFs)

Do you offer alternative investment options?

What is the minimum investment for PMS/AIF?

How do you select PMS and AIF options?

What are the benefits of alternative investments?

Family office services

What family office services do you provide?

Who qualifies for family office services?

How is a family office different from regular wealth management?

Can you coordinate with our existing advisors?

Switching existing investments to AUTUS

Can I transfer my existing investments to AUTUS?

Will there be any charges for switching?

How long does the switching process take?

What if I want to keep some existing investments?

Portfolio review

How often do you review my portfolio?

What does a portfolio review include?

Can I request an ad-hoc review?

How do you communicate review findings?