Upgrade to Preferred Circle : Enhance Your Investment Experience
Receive tailored advice on stocks, funds, and goals to better align with your financial objectives.
Experience the transparency of direct plan mutual funds with no commission or indirect charges.
Build a stronger relationship with your advisor through personalised attention and customized advice.
When to Sell Guidance:
Maximise returns by knowing not only what to invest in, but also when to sell your investments.
Frequent Portfolio Reviews:
Benefit from personalised financial plan reviews every six months to optimise your investment strategy.
Access to 24 advice packs per year to ensure you're always up-to-date with the latest market trends and developments.
Affordable Fee Structure:
Preferred Circle fees start at effectively Rs 400 per month, making expert advice accessible at a reasonable cost.
Secure Your Financial Future:
Achieve your financial goals and build long-term wealth with the help of experienced advisors.
Upgrade to Elite Circle: Elevate Your Investment Journey
Join our most exclusive financial advisory service, designed for clients seeking a personalized, comprehensive approach.
Superior Wealth Management:
Benefit from managed portfolio advisory services in stocks and mutual funds, tailored to your financial goals.
Experience a stronger relationship with your advisor through personalized guidance and customized advice.
Invest in direct plan mutual funds, ensuring lower expense ratios and higher returns.
Unlimited Goals & Advisory Packs:
Seek expert advice on a wide range of financial matters, including insurance, taxation, and retirement planning.
Frequent Financial Plan Reviews:
Receive quarterly personal reviews of your financial plan to ensure you stay on track to achieve your goals.
Higher Investment Thresholds:
Designed for clients with a minimum investment of Rs. 10 lakhs lump sum or a monthly SIP of Rs. 30,000, signaling your commitment to building and growing wealth.
Secure Your Financial Legacy:
Leverage the expertise of our financial advisors to build long-term wealth and achieve your financial objectives.
Upgrade to Elite Circle: Experience the Ultimate in Financial Advisory
Premium Advisory Services:
Enjoy a more exclusive, comprehensive financial advisory service tailored to your unique needs.
Managed Portfolio Expertise:
Receive expertly crafted portfolios of 15-25 growth stocks for Flexicap and Smallcap Strategies, including buy and sell recommendations.
Stay on track to achieve your financial goals with expert guidance on maintaining a well-balanced stock portfolio.
Direct Plan Mutual Fund Focus:
Gain access to superior investment opportunities with lower expense ratios and higher returns through direct plan mutual funds.
Benefit from unlimited goals and advisory packs, covering a wide range of financial matters such as insurance, taxation, and retirement planning.
Higher Investment Commitment:
Demonstrate your dedication to building and growing wealth with a minimum investment of Rs. 10 lakhs lump sum or a monthly SIP of Rs. 30,000.
Quarterly Financial Plan Reviews:
Enjoy more frequent, detailed feedback on your financial plan to optimize your investment strategy.
Achieve Financial Excellence:
Leverage the expertise of our financial advisors to secure your financial legacy and accomplish your long-term goals.
Choose Your Plan
Zero fee plan covering Funds & Goals. No stocks.
✔ Select Mutual Fund for Goals
✔ Create & Track Financial Plan
✔ Additional services for larger portfolios
Advisory Covering stocks, Funds & Goals
✔ Stock of the month (12)
✔ Mutual Fund Pack (4)
✔ Financial Plan Review (2)
✔ Portfolio Review (2)
✔ Adhoc advices (4)
Why Preferred Circle may be better for you ?
Managed Portfolio Advisory in Stocks,Funds To Build Wealth
✔ Stock of the month
✔ Mutual Fund Pack
✔ Financial Plan Review
✔ Portfolio Review
✔ Adhoc advices
Why Elite Circle may be best for you ?