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Investment Advisory
Plutus Capital has been helping families since 2012 manage their investments, better. We offer Investment Advisory services to secure and grow your wealth.
Plutus Capital's advisory service offers you active guidance through the process of idea evaluation, identification of the right solutions for your unique needs and implementation of your investment 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
Asset allocation defines how much to invest where. Mutual Funds, PMS, AIF, Stocks, US Stocks etc.
Investment Allocation
A quarterly review helps in aligning the progress towards the financial goals. A course correction may be warranted at times but not always.
Review
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