Our Preferred Circle plan is designed for investors who are looking for expert advice on a range of financial products, including stocks, funds, and goals.

Our experienced advisors will work closely with clients to provide tailored recommendations that align with their specific financial objectives.

Under our Preferred Circle plan, clients receive customized advice on stocks, funds, and goals. Our advisors provide up to 24 stock and fund advice per year, ensuring that clients are always up-to-date with the latest market developments and investment trends. We also provide personalised advice on mutual funds, enabling clients to invest in funds that align with their financial goals and risk tolerance. Access to direct plan mutual funds is available which means no commission or indirect charges on such mutual fund schemes.

One of the key benefits of our Preferred Circle plan is the inclusion of 'when to sell' advice.

This ensures that clients are not only getting advice on what to invest in, but also when to sell their investments to maximise their returns. Clients receive sell calls on stocks recommended earlier and quarterly rebalancing of their overall stocks portfolio. For mutual funds, we provide half-yearly rebalancing and 'when to sell' advice to ensure that clients are making the most of their investments.

Our clients can also benefit from the "24 advice pack" per year, which they can use to obtain advice on various aspects of their investments. This ensures that clients have access to our expert advisors whenever they need them and can receive personalised advice on their investment strategies. With our Preferred Circle plan, clients have access to a range of features and benefits, including personalised financial plan reviews every six months. During these reviews, our expert advisors assess the client's financial goals and investment strategy, providing feedback and advice on how to optimize their portfolio.

Our Preferred Circle plan is available for a range of investment amounts, making it accessible to investors of all levels. The advisory fee for this plan starts at effectively Rs 400 per month for a three-year plan and goes up to Rs 800 per month for a six-month plan. This fee structure ensures that clients receive the expert advice they need at a price that works for them.

To sum up, Preferred Circle plan is ideal for investors who are looking for personalised and expert advice on a range of financial products. With our experienced advisors and comprehensive range of features, we are confident that our clients will achieve their financial goals and build long-term wealth.