Our Elite Circle plan is our most exclusive and comprehensive financial advisory service offering. This plan is specifically designed for clients who are looking for a personalized financial advisory service that will help them to achieve their financial goals while building their wealth over time.
With our Elite Circle plan, clients will receive managed portfolio advisory services in stocks and mutual funds to build their wealth over time. One of the key benefits of this plan is that our experts will work with clients to create a portfolio of 15-25 growth stocks for Flexicap and Smallcap Strategies, providing them with customized advice on when to buy and sell these stocks. Our experts will also provide quarterly rebalancing of the overall stock portfolio, ensuring that clients stay on track to achieve their financial goals.
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Another important aspect of our Elite Circle plan is the customized advice that our experts provide on mutual funds. Our experts will guide clients in choosing the right mutual funds for their investment portfolio, with an emphasis on direct plan mutual funds. Direct plan mutual funds offer several benefits, including lower expense ratios and higher returns, which can make a significant difference in building wealth over time. Our experts will provide guidance on the most appropriate mutual funds for each client's unique financial situation and goals.
Clients of our Elite Circle plan also receive unlimited goals and advisory packs, allowing them to seek our expert advice on a wide range of financial matters, including insurance, taxation, and retirement planning. With a minimum investment of Rs. 10 lakhs as a lump sum or a monthly SIP of Rs. 30,000, our Elite Circle plan is designed for clients who are serious about building and growing their wealth with the help of our expert financial advisors.
Additionally, clients can expect to receive quarterly personal reviews of their financial plan, ensuring that they stay on track to achieve their financial goals. Our experts will provide detailed feedback on each client's financial plan, making recommendations for changes or adjustments as needed.
To sum up, our Elite Circle plan is the ultimate financial advisory service for clients who are looking for a comprehensive and personalised approach to building their wealth and achieving their financial goals. Our expert advisors will work closely with each client to provide customized advice and guidance on stocks, mutual funds, and a wide range of financial matters, ensuring that clients stay on track to achieve their financial objectives.
