How We

Excel
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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.

WHY HDFC

The Right Expertise, When You Need It

Top 10 Among Largest Banks

Ranked among the top 10 largest banks, our institution stands as a leading force in the financial landscape.

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20L+ Clients

We have a wider reach than most, with a large client base and over 200 branches across 145+ cities.

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20+ Years of Experience

Among the leading stock brokers in India with extensive experience and a rich legacy.

Our

Process

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

1

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Goal Identification

As a first step we will consider your objectives, investible surplus, time horizon and priority of goals.

2

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Risk Assessment

Post that we will analyse your financial health, discipline & hedging level to understand your risk appetite.

3

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Investment Selection

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

4

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Investment Selection

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

5

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Investment Selection

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

Our

Advisory Team
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Sandeep Bharadwaj

Chief Operating & Digital Officer

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Deepak Jasani

Head - Retail Research

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Pranab Uniyal

Head - Investment Advisory

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Varun Lochab

Head - Institutional Research

Advisory-Member

Aman Dwivedi

Senior Equity Specialist

Our

Case Studies

Revolutionary Advisory

See how Equity Advisory helped shape wealth that would last for legacies.

View Case Study

Revolutionary Advisory

See how Equity Advisory helped shape wealth that would last for legacies.

View Case Study

Revolutionary Advisory

See how Equity Advisory helped shape wealth that would last for legacies.

View Case Study

Our Client

Success Stories
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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.
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.

Freqently Asked

Questions
How does the investment management process work?
Our team of experts will carefully understand your goals & analyse your risk appetite and recommend best suitable approach for you.
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What are the benefits of professional investment management?
Our team of experts will carefully understand your goals & analyse your risk appetite and recommend best suitable approach for you.
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What is the role of portfolio manager in investment management?
Our team of experts will carefully understand your goals & analyse your risk appetite and recommend best suitable approach for you.
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How does investment managers asses risk?
Our team of experts will carefully understand your goals & analyse your risk appetite and recommend best suitable approach for you.
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How are investment management fees structured?
Our team of experts will carefully understand your goals & analyse your risk appetite and recommend best suitable approach for you.
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Get in touch and gain access to our services, complemented by our expertise and honesty.

Explore

Other Services
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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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Legacy Planning

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