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Number of Fund Managers
35
AUM Added
100 cr+
Avg. Fixed Fees
0
Direct Access to Fund Managers
12
What is Portfolio Advisors?
Portfolio Advisors is a consortium of leading top fund managers across India. These fund managers have decades of experience in the investments and generating returns through various instruments including equity, stocks, derivatives, currencies etc based on their area of specialization. We do constant analysis of their investment patterns and returns they generate and shortlist based on consistency, risk analysis , credibility and self worth of the fund manager. Before on-boarding them for Managed account services we also check on their individual and family investment size, years of investment, risk management techniques, stop loss and net worth.
Capital Protection Assets
In this product fund manager ensures capital protection along with risk free returns.
Managed Accounts
Choose Top Fund advisors to manage your trading account and pay them only when you earn.
Corporate Advisory
Optimised and best returns on liquid funds for SMEs by exploring best inventories of Fund houses across globe.
Systematic Plan
Array of financial products to suits your requirement,ranging from Mutual funds to Equity broking and Bonds.
How it works
Cup of coffee
By appointment, meet our certified Financial planner over coffee. We’ll make sure that we clearly understand what is important to you now, and what matters most with respect to your financial future
Invest with us
Based on your requirement, We find out the best Financial product available across financial industry and customise it with professional advisory from India's top fund managers.
Superior Returns
With top Fund managers at your service, be rest assured of returns always superior to market or industry has to offer.
Security Best Practices
Trading in your own account with top brokers
SEBI registered investment advisors
Real time contract notes and sms for trades done
Compliant with SEBI rules and regulations
Our Partners
