Investment Advice for High Net-worth Individuals (HNIs)
Note: You will not be transferring the money to be invested into our accounts. You will only be paying us the fees for the advice. Based on our advice, you can then make the suggested investments on your own and be in full control of your assets at all times.
We can help you place orders and redeem funds if needed with respect to mutual funds by linking your bank account(s) with the mutual fund utilities platform directly. You will have direct access to track and control the funds on your own. You can also contact us anytime for the required support and we will help you.
You can also simply Contact Us and tell us your requirement so that we can help you pick the right advisory plan that's best for you, or create a new one, especially for you!
HNI Star
Holistic Planning Included
HNI Star
Holistic Planning Included
Looking for high-quality professional investment advice to manage your portfolio?
Invest from INR 9 Crores onwards with HNI Star, our personalized advisory service tailored for high-net-worth individuals. We provide expert guidance designed around your unique goals and requirements. Our top experts will consult with you and leverage proprietary models to craft a truly customized investment strategy that delivers quality performance.
Average Annual Returns*
Depends on your risk preference
Advisory Fees
Portfolio Star
Holistic Planning Included
Portfolio Star
Holistic Planning Included
Not sure if your portfolio is optimized for strong performance?
Invest from INR 80 Lakhs to INR 9 Crores with Portfolio Star. We will analyze your current portfolio based on your risk profile, life goals, and expected performance. Our experts will then recommend necessary adjustments tailored to your life stage, financial conditions, and specific requirements—ensuring your portfolio is fully optimized for the best possible outcomes.
Average Annual Returns*
Depends on your risk preference
Advisory Fees
Family Office Advisory
Family Office Advisory
Need assistance with your family office?
We offer end-to-end family office advisory, including setup, investment strategy, performance evaluation, succession planning, tax optimization, and external reviews. Our tailored approach ensures wealth preservation, governance, and alignment with your family's vision, securing a lasting financial legacy across generations.
Average Annual Returns*
Depends on your risk preference
Advisory Fees
Holistic Planning covers Retirement Planning, Planning for Children's Education, Planning for buying a House, Planning for buying a Car, Planning for any other Financial Goals, Analysis of Insurance Coverage, Planning to Grow Wealth, etc.
*Returns shown are past performance or model-based and can be used as broad indicators only. Future performance may or may not be similar to the shown returns. We do not guarantee any particular returns. All returns are subject to market risks.
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