To get an overview of all our services for individuals, you can browse through our private wealth management section. If you are located outside India, you can view our services for Overseas wealth management.
Since the trend in India has been majorly that of commission driven advisors, most individuals have more than one financial advisor catering to their financial services needs. Selecting a single advisor, and charting out your comprehensive financial plan with him would do more justice to your wealth creation as he would be able to get a holistic view on your entire portfolio and devise strategies accordingly. You can read more about what all constitutes a financial plan here .
We provide services all across India, no matter whether we have office presence or no and also offer our services to non residents as well as overseas investors looking to invest their capital into India. You can go through the various service options we have for each type of client.
You can get an overview of all product offerings by Plus Capital here but the ones which would be suitable to you would depend on the type of your portfolio account with our company. You can get an overview of the options of portfolio offerings here.
There are no fees for the basic portfolio offering of Plus Capital – Silver Plus. The rest of the services are charged on an annual basis. Contact your relationship manager or schedule an appointment with us for further details.
The correct portfolio offering would depend on what your expectations are from Plus Capital as your financial advisor. You can get in touch with us to schedule a one to one appointment and understand in greater detail about the best offering for you.
Yes, we cater to SMEs as well as established corporate for more than a decade now. To know about our services, you can visit the corporate wealth management services page. Business solutions for overseas investors would be listed here.