Financial Planning

Achieve Financial Peace


Children's Education

Give Your Children Wings To fly
And Secure Their Future


Tax Planning

Save Tax By Investing In Tax
Efficient Products


S I P

Save Small To Achieve Big


Goal Planning

Enjoy Your Life And
Achieve Your Short Term
And Long Term Goals


Goal Planning for
Wedding

Enjoy Precious Moments
Without Financial Worry


Our Services

We focus on the following aspects of financial life

Financial Investment & Goal Planning

After identifying and deciding your Risk appetite & Savings, we help you make a financial plan to achieve all your important Goals in life (Retirement, Child Education & Wedding, New Home, etc). Post Goal development we help you make a investment portfolio from our well researched funds to help you achieve your goals.

Risk Management

We prepare you to deal with all kinds of financial risks that can arise. We help you manage an Emergency Fund. We also advise you for your Life (Pure Term Plan) & Medical (Health) insurance.

Private Wealth Management

We derive our strength through our one-to-one relationships with our clients and our client-centric service approach. We add value to the investing process through expert research, personalized service and comprehensive wealth management solutions. Our products are developed purposefully to give investors choice and flexibility in creating quality investment portfolios that match each client’s financial goals and risk tolerance.

Expense Management

We help you in prioritising your expenses and managing them in a better way. This helps our clients to reduce avoidable and unnecessary expenses and increase their savings.

Tax Planning

We advice you on tax efficient investment avenues which bring down your tax outflow. We also advice you on ways of saving tax.

Loan Planning

We take a look at your loans, & advise you on either settling them earlier or refinancing them so as to save interest payments.

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Our Approach

Identification of Investment
Goals

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.

Risk assessment & Profiling

We help you understand your ability to bear risk and identify the asset classes to match your investment needs.

Investment Plan

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.

Goal Monitoring

This is an as important step as the above three. We constantly monitor your portfolio and meet you for periodic reviews.

Frequently Asked Questions

Plutus is considered to be the god of wealth in ancient Greek religion and myth.
Financial Planning is a term used to make a plan that helps a person to manage the finances to achieve his/her goal. Most of these goals require a big amount of money that cannot be generated all at once. It involved saving and intelligently investing a part of the earnings. It also involves tax saving. Financial planning is not a new concept. People have been saving money since ages and investing it to buy property or gold. Some of them invested it with chit funds and other such local level investment services where they became soft targets to cheating and other malpractices. Though the educated investor today tries to be smarter but again the general feeling is that financial planning is just buying insurance or a mutual fund.
At Plutus Advisory Services, we believe that the investors should understand their current financial position, mark the position where they plan to reach after a fixed time, and select a suitable strategy to help them reach that position. Our role is to help you design that strategy or a financial plan in a well defined and transparent manner. We help you to understand your present position, identify and clearly define your financial goals, list out various identify financial problems or opportunities that may come on the way, explain various alternatives and recommend the best ones, implement the best ones to achieve your goals and review the progress periodically to take timely action.
Financial planning involves a lot of understanding of the financial instruments. Everyone does not have the required knowledge to take good decisions. Moreover even the people having sound knowledge may not have time or the desire to scrutinize various options available. The frequent changes in income tax rules, laws, and the investment products add to the problems that affect the decision making process. Moreover, the advices from different sources are generally conflicting and add to the confusion.
So, in order to take right decisions, get clarity related to your doubts, putting your hard earned money in good investment products depending on your risk bearing capacity, saving taxes and preparing to achieve your targets, the services of a good financial planner is essential.
We at Plutus Advisory Services provide you an independent and objective advice to ensure that you are on the right track to accomplish your goals.

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About Us

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.


You Happy... We Happy

Gurpreet Singh / Digital marketing Professional

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.

Atul Hanamante / Investment Banking Professional

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.

Karan Malhotra / Banking Operations Professional

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.

Learning Centre

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Financial Planning

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.

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Asset Allocation

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).

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Mutual Funds

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.

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SIP

Systematic Investment Plan (SIP) is a simple, convenient and disciplined way to meet your financial goals that lets you plan your monthly savings irrespective of the market conditions.

If you have any Financial problem ... We are available