We help you identify your future financial goals.
They can be investing for your retirement Planning, Child’s education, Child’s Marriage, Dream House, Vacation,etc.
We help you understand your ability to bear risk and identify the asset classes to match your investment needs.
We prepare your investment plan based on you risk profile and investment goals. Invest monthly through an SIP or whenever you have the money in our Identified& Researched best funds.
This is an as important step as the above three. We constantly monitor your portfolio and meet you for periodic reviews.
At Plutus Advisory Services we help you identify, manage & achieve your financial goals. We are guided by a client centric approach. Our practice model is built around the needs of our clients. Our objective is to help our clients create a financial path to help them meet their financial life goals based on a deep understanding of their needs and superior implementation.
We have a highly qualified team having rich experience in investment managemgent. We have tie ups with all the leading Asset Management Companies and have a wide array of researched funds. We religiously and professionally follow the principles of Diligence, Integrity, Objectivity, Confidentiality and Fairness. In all our endeavors we always keep the interests of our Client first.
I have used multiple financial services to manage my portfolio but the way Plutus Advisory Services managed my funds, is impeccable! The advice given by the team is always satisfactory and they keep your financial goals as their priority while suggesting. I highly recommend their services.
Plutus Advisory Services differentiated themselves as a firm which is focused on helping me achieve my goals, listens to what’s really important to me, and have built an investment strategy that best suits my current and future financial objectives. What really got me was their fixation on total transparency and complete objectivity with respect to my interests and needs.
I had been investing in Mutual Funds through various online portals & banks before getting in touch with Plutus Advisory Services. Must say their approach towards investment was extremely personalised and revolved around my goals and needs. They helped me identify various investment goals and prepared investment plans to achieve them.
Financial Planning is the process of meeting one’s life goals (saving for child’s higher education, wedding in family, buying a house, retirement planning, etc) through the proper management of one’s finances. It is a critical exercise in ensuring long term financial security.
Asset allocation is a term used to refer to how an investor distributes his or her investments among various classes of investment vehicles (e.g., stocks and bonds).
Mutual Funds are a vehicle to mobilize money from investors, to invest in different markets and securities, in line with the investment objectives agreed upon, between the mutual fund and investors.