Wealth creation plan is a highly personalized investment advisory service wherein we provide an integrated financial solution across asset classes in order to achieve your financial goals both short term and long term keeping in mind your risk tolerance levels.
Every person has a story of where they have been and where they see themselves in the future. We listen to your story, get to know you personally, and focus on learning as much as we can about your life goals and financial objectives before plotting out a roadmap to financial success.
In Wealth creation plan we will build a personally tailored financial plan to manage your investments. Your portfolio will be structured around appropriate risk management for you personally. Risk is a part of all investments – but how that risk is managed will determine the success of your portfolio.

• Risk Type : Moderate Risk

Suitable For :

• Clients who have Equity Portfolio Value (or) Capital for Investment of over 50 Lakh Rs.
• Clients who want an Integrated Financial Solution across asset classes to achieve their Goals.
• Investors who want to build and maintain – A customized Portfolio taking into account their existing Portfolio, Risk Profile, Cash Flows and Financial Requirements.

Our Goal through is to leverage our Strong Equity Research to help provide customized Investment solutions to clients which will help them attain their financial goals in a transparent and hassle free manner.

With backing of a Strong Research team which is monitoring your Portfolio, Investors will be able to Outperform Broader Markets regularly without any extra Risk.

A strong Compounding rate is the key to wealth Creation in the Long term. We intend to compound wealth through a quality selection of stocks.

Pricing :

• 2.5 % per annum of Asset under Advisory and the period of service will be minimum 1 year and maximum for 5 Years.

Example :

• If portfolio has created on our advice and the portfolio size is 60 Lac than we will charge Rs. 1, 50,000/- as our fees on per annum basis.

Asset under Advisory (AUA) refer to assets on which our firm provides advice or consultation but for which our firm does either does not have discretionary authority or does not arrange or effectuate the transaction.