Wealth Management

Premium wealth advisory services for HNI individuals. Personalized portfolios, tax planning, and estate management.

★ EXCLUSIVE PREMIUM SERVICE ★

Silver

₹25K/year
Portfolio up to ₹10L
  • Portfolio review (quarterly)
  • Tax saving guidance
  • Mutual fund recommendations
  • Email support
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Gold

₹75K/year
Portfolio ₹10L – ₹50L
  • Dedicated advisor
  • Monthly portfolio review
  • Tax + insurance planning
  • Equity + debt allocation
  • Phone + WhatsApp support
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Platinum

₹2L/year
Portfolio ₹50L+
  • Private wealth manager
  • Weekly portfolio updates
  • Estate & succession planning
  • NRI investment desk
  • 24/7 priority support
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What's Included

Portfolio Management

Custom asset allocation across equity, debt, gold, and real estate.

Tax Optimization

Legal tax-saving strategies, capital gains planning, and harvest losses.

Risk Management

Insurance needs analysis, liability coverage, and emergency fund planning.

Estate Planning

Will drafting, trust creation, and succession planning for family wealth.