candlestick_chartEquity · Wealth Management
Wealth Advisory
Comprehensive portfolio management for HNIs
Risk:Medium RiskDedicated RM Assigned15%+ Target IRR
Monthly
currency_rupee14,999
per month
Save 11%
Quarterly
currency_rupee39,999
per quarter
Save ₹4,998 with quarterly plan
payments
Min Investment
Rs 10,00,000+
repeat
Frequency
Ongoing portfolio monitoring
campaign
Mode
Dedicated RM + Quarterly Reviews + App
support_agent
Follow Up
Weekly portfolio snapshot, monthly performance report, quarterly in-person review
What Is It For?
Holistic investment advisory covering portfolio construction, rebalancing, and long-term wealth creation through equities.
Who Is It For?
High-net-worth individuals, families, and professionals seeking personalized wealth management and financial planning.
Ideal For
- checkHNIs with substantial capital
- checkFamilies seeking generational wealth
- checkProfessionals wanting passive management
- checkInvestors needing comprehensive financial planning
Ready to Get Started with Wealth Advisory?
Join Equity traders who trust our research. Pick a plan that fits your goals.