Schedule of Fees & Charges

Transparent pricing across all asset classes

Effective April 2026. Version 2.0.

How to read this: Fees are quoted in basis points (bps) where 1 bp = 0.01%. Custody charges are pass-through from custodian partners and adjusted against platform fees. Third-party exchange fees and VAT are passed through at cost with no Valura.Ai markup.

Included

Custody on equities & ETFs

Nil

Brokerage on bonds > $75,000

$0.011

Per share, US markets

Waived

All custody fees, adjusted on platform fees

1.Custody & Safekeeping

Charged monthly by custodian partners; waived off (adjusted on platform fees).

Asset ClassCustody FeeBilling & Waiver
Asset ClassEquities & ETFsCustody FeeIncludedBilling & WaiverCharged monthly; waived off (adjusted on platform fees)
Asset ClassMutual FundsCustody Fee10 bps p.a.Billing & WaiverPass-through on total holdings value; waived off (adjusted on platform fees)
Asset ClassFixed Income (≤ $75,000)Custody Fee12 bpsBilling & WaiverPass-through per transaction; waived off (adjusted on platform fees)
Asset ClassFixed Income (> $75,000)Custody Fee7.50 bpsBilling & WaiverReduced rate for larger tickets; waived off (adjusted on platform fees)

Note: Custody fees are charged monthly by our custodian partners but are waived off — they are adjusted against the platform fees, so clients are not double-charged.

2.Equities & ETFs — Trading Commissions

Fee ItemFeeRemarks
US Markets — NYSE / Nasdaq
Fee ItemTrading commissionFee$0.011 / shareRemarksMinimum $5 per order
Fee ItemFractional shares (< 1 share)Fee$1.00 flatRemarksPer order
Fee ItemUS equity optionsFee$1.50 / contractRemarksPer contract
Fee ItemUS index optionsFee$2.50 / contractRemarksPer contract
UAE Markets
Fee ItemDFM — Trading commissionFee27.50 bpsRemarksVAT & exchange fees may apply
Fee ItemADX — Trading commissionFee15.00 bpsRemarksVAT & exchange fees may apply

3.Mutual Funds

Fee ItemFeeRemarks
Fee ItemSubscription brokerageFee22.50 bpsRemarksPer transaction; brokerage only
Fee ItemCustody / BookkeepingFee10 bps p.a.RemarksOn total holdings value; pass-through (see Section 1)

4.Fixed Income (Bonds & Sukuk)

Fee ItemFeeRemarks
Standard Tickets (≤ $75,000)
Fee ItemBrokerage markupFee12.00 bpsRemarksMin. $1 per trade; min. ticket $100
Fee ItemCustodyFee12.00 bpsRemarksPass-through (see Section 1)
Large Tickets (> $75,000)
Fee ItemBrokerageFeeNilRemarksNo brokerage on large-ticket orders
Fee ItemCustodyFee7.50 bpsRemarksPass-through (see Section 1)

Glossary

bps

Basis points. 1 bp = 0.01%. So 12 bps = 0.12% of the transaction or holding value.

p.a.

Per annum (per year). The fee is annualised and may be charged at shorter intervals.

Pass-through

A fee charged by a third-party custodian or exchange, passed on at cost with no Valura.Ai markup.

Adjusted

Custody fees are waived off and adjusted against platform fees, so you are not double-charged.

DFM

Dubai Financial Market.

ADX

Abu Dhabi Securities Exchange.

Important Disclosures

  1. All fees are exclusive of applicable VAT, regulatory levies, and exchange fees unless stated otherwise.
  2. Fees are indicative and subject to revision. Valura.Ai reserves the right to update this schedule with prior notice.
  3. Third-party custodian and exchange fees are pass-through charges and may change without prior notice from Valura.Ai.
  4. Custody fees are charged monthly by custodian partners but are waived off (adjusted on platform fees).
  5. This document does not constitute investment advice. Valura.Ai is regulated by the SCA, UAE (License No. 20200000304) and operates from GIFT City, India under IFSCA regulations.
  6. For the most current fee schedule, visit www.valura.ai or contact support@valura.ai.

Effective April 2026 · Version 2.0 · valura.ai