In Portfolio Building Service, we craft personalized investment strategies designed to align with your financial goals. Our expert analysis, risk-adjusted allocations, and continuous monitoring ensure your portfolio remains strong and adaptive.
Leverage our in-depth research to make informed investment decisions.
Stay ahead with periodic rebalancing based on market conditions.
Optimize returns with a mix of equity, fixed income, and alternative assets.
Protect your investments with a structured risk management strategy.
| Key Benefits | Description |
|---|---|
| ✅ Tailored Investment Strategies | Designed around your financial goals. |
| ✅ Diversification | Balanced allocation across various asset classes. |
| ✅ Risk Management | A proactive approach to safeguard your capital. |
| ✅ Continuous Monitoring | Adaptive portfolios for changing market conditions. |
Choose a plan that fits your investment goals. Get expert guidance and grow your wealth!
₹5,999/- month
| ✔ | Portfolio setup & allocation |
| ✔ | Risk assessment & diversification |
| ✔ | Monthly portfolio review |
| ✔ | Email support |
₹8,999/- month
| ✔ | All Basic Plan features |
| ✔ | Personalized stock & ETF recommendations |
| ✔ | Quarterly strategy adjustments |
| ✔ | Performance tracking dashboard |
| ✔ | Priority email & chat support |
₹11,999/- month
| ✔ | All Advanced Plan features |
| ✔ | Active portfolio management & rebalancing |
| ✔ | Exclusive investment insights & reports |
| ✔ | Dedicated advisor consultations (2 per month) |
| ✔ | WhatsApp priority support |
Need a tailor-made portfolio strategy? Contact us for a custom plan.