HNI Portfolio Advisory Service

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Platinum Advisory Service


To get rich you have to be making money while you sleep.

From analysis of existing portfolio which is not limited to Equity and MFs but ULIPs, and other investments (if available) to preparing a new investment plan according to risk appetite, goals, asset allocation which include direct equity portfolio as well as other options, according to the need of the investor.

✓  Suitable for HNI investors who investible surplus is more than 1cr

✓  Combination of New Portfolio recommendation & existing analysis

✓  Assistance on other financial instruments like PMS, ULIPs, etc

To know more or get your Free Portfolio Review done