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Private Wealth Management

Our private wealth management services aim to provide an end to end solution for all individuals to plan, execute and grow their portfolio for years to come.

What you get

Dedicated Relationship

Comprehensive Planning

Portfolio Management

  • You will be given a dedicated financial consultant who will walk with you through your goals, priorities, and preferences.
  • The consultant will help you choose from a variety of services based on your goals, including portfolio management, risk management, retirement planning, investment management and more.
  • You will have access to experienced specialists in areas like fixed income, global investing, charitable giving, and tax, trust, and estate planning.
  • It will all be backed by our dedicated client service team
  • This will be after a thorough assessment of your risk attitude.
  • Your holistic financial plan will be designed with specific investment recommendations and time horizons.
  • Your Financial Consultant will help you choose the right level of advice and wealth management services for your needs: specific investment products, customized financial planning, and holistic investment management.
  • You can meet regularly to keep your plan up to date as your life evolves.
  • Portfolio management offerings

    NameWhat You GetFinancial Products DeployedMinimum Amount
    Silver Plus Advice on specific investment products. We also handle transaction managementMutual funds, insurance10 lacs and above
    Gold Plus Comprehensive financial planning for all your goals. Advice given for investments and debt management. Can include tax advisory and tax filing.Financial planNone
    Platinum Plus Holistic investment management including financial planning and executionMutual funds, insurance, stocks, PMS50 lacs and above
    Diamond Plus holistic investment management including financial planning and executionMutual funds, insurance, stocks, PMS, real estate, alternate investments1crore and above

    Meet with a Financial Consultant

    Want to understand how we can maximize, optimize, and preserve wealth at different stages in your life?

    Contact Us

    Got some questions?

    Which portfolio management offering is right for me?

    Your financial needs are as unique as you are. The best way to choose the right service is to meet with a Plus Capital financial consultant who will provide recommendations customized to your situation.

    How do I start with the portfolio management process?

    We suggest that you set up a consultation, either in person or over the phone, at a time that is convenient for you. You can give us your details here.

    How much money do I need?

    Our investment minimums vary by service, from rs.10 lacs to Rs.1 crore depending on the service type you choose

    Do I need any pre existing accounts?

    You would need a banking account to begin with. A demat account would be required in certain cases. Once you finalize the type of service you would want from us, your advisor will guide you for all formalities.

    Will I be done after one time portfolio execution?

    Portfolio management is an ongoing exercise. Depending on how frequently your lifestyle changes, your advisor would need to make adjustments to your financial plan and advice you on the way forward accordingly. The advisor would keep meeting you at regular intervals to discuss your financial health and way forward.