WHO WE ARE

20L+

Client Base

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20L+

Years of Stock Broking Experience

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200+

Branches

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₹ 920 cr

Assests Under Management

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Our Comprehensive

Services
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Investment
Management

Grow your wealth with tailored plans and expert portfolio management.

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Tax Planning

Keep more of what you earn through tax optimization strategies and proactive planning.

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Legacy Planning

Chart your course to financial security with Personalised advice, strategic planning, and effortless collaboration.

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Investment
Management

Grow your wealth with tailored plans and expert portfolio management.

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Tax Planning

Keep more of what you earn through tax optimization strategies and proactive planning.

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Legacy Planning

Chart your course to financial security with Personalised advice, strategic planning, and effortless collaboration.

Our

Products

We provide a range of robust product offerings that assist your goal.

Equity Broking
Increase your returns with diverse investments like Direct Equity, Baskets to create capital growth based on short term and long term outlook of markets.
Mutual Funds
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Private Markets
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Debt
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Real Estate
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PMS / AIF
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Global Investment
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Commodities
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What Makes Us

Stand Out
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Bespoke Equity Portfolios

Providing you custom stock picks based on your risk-return matrix while hedging your portfolio with diversification

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Handholding by Experts

Our team of experts will constantly monitor the market and advice you for rebalancing your portfolio to ensure maximum returns.

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Research Expertise

With over team of 35+ research analysts we share extensive knowledge in a fundamental & technical analysis across all sectors

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World Class Digital Platform

Rich real-time product suite for trading & tracking your investments. While assisting you in executing trades online or offline.

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Cost efficiency

We provide transparent cost effective transparent pricing mechanism while charging Zero commission on your transactions.

The

P R O S Pr Approach

We believe that following a process-oriented approach is the bedrock of wealth creation and preservation.

1

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Process

Our prosPr-oriented approach is the bedrock of wealth creation and preservation which will be aligned to your needs

2

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Research Capabilities

Our team of experts conduct a thorough Advisory, Institutional & Retail research to provide you a comprehensive output

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Optimized Cost

We follow a optimized & transparent pricing model to ensure you get maximium returns on your portfolio.

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System

To complement our bespoke services we provide a feature rich digital platform that helps in for order management & intelligent portfolio analytics

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Process

We will then select and design a customized Investment Policy Statement as per your goals and risk preferences.

Our Client

Success Stories
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The entire team understood my goal. I would definitely recommend HDFC Tru if you are plan to grow your wealth by 10X.
Vaishali Agrawal
Some Company LLC.
customer-img
The entire team understood my goal. I would definitely recommend HDFC Tru if you are plan to grow your wealth by 10X.
Vaishali Agrawal
Some Company LLC.
customer-img
The entire team understood my goal. I would definitely recommend HDFC Tru if you are plan to grow your wealth by 10X.
Vaishali Agrawal
Some Company LLC.
customer-img
The entire team understood my goal. I would definitely recommend HDFC Tru if you are plan to grow your wealth by 10X.
Vaishali Agrawal
Some Company LLC.
customer-img
The entire team understood my goal. I would definitely recommend HDFC Tru if you are plan to grow your wealth by 10X.
Vaishali Agrawal
Some Company LLC.
customer-img
The entire team understood my goal. I would definitely recommend HDFC Tru if you are plan to grow your wealth by 10X.
Vaishali Agrawal
Some Company LLC.
customer-img
The entire team understood my goal. I would definitely recommend HDFC Tru if you are plan to grow your wealth by 10X.
Vaishali Agrawal
Some Company LLC.
Recognitions Received For
Our Results
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Outlook Money Award 2023
Best Performer in SGB

Our

Insights
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WEALTH PLANNING
02 mins
What to consider when building your portfolio
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WEALTH PLANNING
02 mins
20 Key Wealth Trends in India
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WEALTH PLANNING
02 mins
How the new tax system affects your wealth
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WEALTH PLANNING
02 mins
20 Key Wealth Trends in India
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TAX PLANNING
02 mins
How the new tax system affects your wealth

In The

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26 March 2024

MINT

Indian wealth management revolution gathers pace

Know More

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26 March 2024

MINT

Indian wealth management revolution gathers pace

Know More

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26 March 2024

MINT

Indian wealth management revolution gathers pace

Know More

We Stay Tru image To You
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Get in touch and gain access to our services, complemented by our expertise and honesty.