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Financial Services Featured

Investment Services

Mutual funds and stock advisory.

About This Service

NRI wealth advisory, mutual fund setup, and stock portfolio planning.

Documents Required

ID & Papers

Service Mode

Online

Select a Plan

Mutual Fund Consultation

1 hour • hourly

₹1,000

₹800

Portfolio Review

• fixed

₹5,000

₹4,000

Premium Advisory

1 year • yearly

Bespoke Wealth Management

Dedicated Relationship Manager
Customized asset allocation strategies
Quarterly portfolio performance reporting
Tax harvesting options and advice

₹50,000

₹40,000

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