Fees & Pricing
Simple & Transparent.
No Surprises.
Fortefi is built to help you grow. No hidden charges, no unnecessary add-ons. Just one clear fee to manage your portfolio.
What you see is
exactly what you pay.
0.20% - 0.50%
Annual Platform Fee (% p.a. of AUM)*
Calculated daily; charged monthly. No lock-ins.
No entry fees
No exit fees
No hidden charges
*Final platform fees are confirmed during onboarding and may vary based on asset size and service scope.
No hidden
incentives
We do not receive commissions, rebates, or retrocessions from the funds we select. Our only direct charge is the platform fee shown above.
Your Journey Starts Here
Start investing in minutes. Simple, transparent investing* with no hidden costs. Explore our portfolios and find what’s right for you.
*Investments are not capital guaranteed. Returns are not guaranteed and may vary depending on market conditions.
What Goes Into Our Fees
Clear, transparent, and easy to understand—here is exactly how our pricing works.
Fee Type
What It Is
What It Covers
Annual Platform Fee (% p.a.)
Monthly Core Fee
Ongoing fee for portfolio management
Secure asset custody
Daily liquidity & cash optimisation
Full access to Fortefi’s treasury and portfolio management platform
Professional portfolio construction, optimisation, and ongoing monitoring
Robust reporting, governance, and risk management
Underlying ETF/Fund Costs
Fund Fee
Your funds are invested into selected institutional-grade funds.
Fund management and operations, already built into the fund’s price (NAV)
No Setup / Exit Fees
No one-time fees to open or close an account
Nothing
No Withdrawal Fees
No fees charged when taking money out
Nothing
No Minimum Balance
No required minimum amount in account to invest/explore
Nothing
How your fees are applied
1
You invest your capital
2
Your portfolio is allocated into ETFs / funds
3
All underlying fund fees are built into their performance.
The returns you see are what you earn—no additional deductions.
4
A small platform fee is charged monthly based on your investment amount
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©️ 2026 Fortefi Capital Sdn Bhd. All rights reserved. Fortefi Capital Sdn. Bhd. 202401009289
(1555139-X) is licensed by the Securities Commission Malaysia. License Number: eCMSL/A0411/2026