Financial Planning
We handhold you so that you make wise decisions for yourself and your family
Plan
A comprehensive excel sheet that the client fills out and shares with us. This is a self-reflection of personal financial information.
Data Collection
Any financial journey starts by defining a goal. We are more likely to meet our goals when we plan for them.
Financial Planning
FINANCIAL PLANNING
Download the below file, fill the form and share it with us. We will create the best investment solutions for you.
Email to invest@plutuscapital.co
Plutus Capital (SEBI Registered Investment Advisor) | SEBI RIA Registration no. – INA100001406 | Type of registration – Individual | Validity of registration – (31st Mar, 2014)--- Perpetual | Registered office address - 9B Shivalik Apartment 32 Sec 6 Dwarka Delhi 110075 | BASL membership Id- 1337 | GST No. - 07AMXPK8605Q1ZZ | Principal Officer - Ankur Kapur (Ankur@plutuscapital.co) | SEBI local office address - Securities and Exchange Board of India, 5th Floor, Bank of Baroda Building, 16 Sansad Marg, New Delhi – 110001.
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and the certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.