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.
|Name||What You Get||Financial Products Deployed||Minimum Amount|
|Silver Plus||Advice on specific investment products. We also handle transaction management||Mutual funds, insurance||10 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 plan||None|
|Platinum Plus||Holistic investment management including financial planning and execution||Mutual funds, insurance, stocks, PMS||50 lacs and above|
|Diamond Plus||holistic investment management including financial planning and execution||Mutual funds, insurance, stocks, PMS, real estate, alternate investments||1crore and above|
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.
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.
Our investment minimums vary by service, from rs.10 lacs to Rs.1 crore depending on the service type you choose
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.
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.