Advisory Services
We are providing annual plans with Minimum Suggested Capital & Commitment Tenure
Active Advisory Services
Passive Advisory Services
Other Services
Active Advisory Services
Category
Equity Advisory
Equity And F&O Advisory
Ideal For:
- Clients seeking swing trading opportunities and aiming to tap into high-potential investment ideas through Equity.
- Perfect for Active Traders/Investors Exploring Leverage with proper risk management in both Equity and F&O segment.
What You Get
- Clear Buy/Sell/Hold Calls with SL, targets & rationales
- Precise Quantity Sizing
- Focus on High-Growth Small & Mid-Caps across sectors
- Diversification & Risk Reward Optimization
- Macroeconomic Insight to navigate global & domestic shifts
- All Equity Advisory Plans Features
- Equity Derivatives
- Index Derivative
- Gold / Silver / Crude / Natural Gas Derivatives
- Futures & Options for Hedging & Alpha generation opportunity
- All trades as per Market Situation
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
Plan Duration & Fees
- Quartely: 5000
- Half Yearly : 8000
- Yearly : 15000
- Quartely: 7500
- Half Yearly : 12500
- Yearly : 20000
Service offered at
- Email+Telegram
- Email+Telegram
Investment Horizon
- Medium to Long Term
- Medium to Long Term
More attention to
- Small, Mid,large Cap Depend on Matket sentiments and condition
- Small, Mid,large Cap Depend on Matket sentiments and condition
Number of stocks in a month
- 5-15 (depends on market situation)
- 5-15 (depends on market situation)
Volatility
- High
- High
Investment Type
- High Risk
- High Risk
Periodic Review
- Yes
- Yes
Equity Advisory
Ideal For:
- Clients seeking swing trading opportunities and aiming to tap into high-potential investment ideas through Equity.
What You Get
- Clear Buy/Sell/Hold Calls with SL, targets & rationales
- Precise Quantity Sizing
- Focus on High-Growth Small & Mid-Caps across sectors
- Diversification & Risk Reward Optimization
- Macroeconomic Insight to navigate global & domestic shifts
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
Plan Duration & Fees
- Quartely: 5000
- Half Yearly : 8000
- Yearly : 15000
Service offered at
- Email+Telegram
Investment Horizon
- Medium to Long Term
More attention to
- Small, Mid,large Cap Depend on Matket sentiments and condition
Number of stocks in a month
- 5-15 (depends on market situation)
Volatility
- High
Investment Type
- High Risk
Periodic Review
- Yes
Equity And F&O Advisory
Ideal For:
- Perfect for Active Traders/Investors Exploring Leverage with proper risk management in both Equity and F&O segment.
What You Get
- All Equity Advisory Plans Features
- Equity Derivatives
- Index Derivative
- Gold / Silver / Crude / Natural Gas Derivatives
- Futures & Options for Hedging & Alpha generation opportunity
- All trades as per Market Situation
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
Plan Duration & Fees
- Quartely: 7500
- Half Yearly : 12500
- Yearly : 20000
Service offered at
- Email+Telegram
Investment Horizon
- Medium to Long Term
More attention to
- Small, Mid,large Cap Depend on Matket sentiments and condition
Number of stocks in a month
- 5-15 (depends on market situation)
Volatility
- High
Investment Type
- High Risk
Periodic Review
- Yes
Passive Advisory Services
Category
Pearl Passive Plan
Diamond Passive Plan
Nakshatra Passive Plan
Ideal For:
- Long-term investors seeking steady, passive capital growth.
- Growth-focused investors with moderate to high risk.
- Experienced investors pursuing diversified, high-risk investment exposure.
Minimum suggested Portfolio Size
- Rs.10 Lac
- Rs.20 Lac
- Rs.1 Crore
What You Get
- Stock Recommendation with Entry, Stop loss and Target
- Mutual Funds, Undervalued Assets, Momentum Stocks, Mix of Small, mid & Large Cap as Per Changing Circumstance
- Strategic Asset Allocation
- Precise Quantity Sizing
- Dynamic Allocation Reviews
- All Pearl Plan Features
- Real-Time Adjustments
- High-Conviction Tactical Rotations
- Tactical portfolio rebalancing aligned with market outlook
- Advanced Risk Tools
- All Pearl + Diamond Features
- Equity/Index/Commodity Derivatives
- Futures & Options for Hedging & Alpha generation opportunity
- Real-Time Strategy Tweaks in Volatile Markets
Key Features
- Goal-Based Investing
- Long-Term Focus
- Rebalancing & Diversified Allocation
- Focus on Compounding
- Periodic Portfolio Checkups
- All Pearl Features
- Adaptive Market Cycle Strategies
- Designed for higher risk-taking ability” or “Return potential subject to market risks and suitability.
- Real-Time Portfolio Adjustments
- Tactical Rotation & Agility
- All Pearl + Diamond Features
- Derivative Integration (F&O, Index, Commodity)
- Hedging in Volatile/Sideways Markets
- Macro-Micro Responsive Framework
- Strategic Leverage + Inflation Protection
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
Compounding & Returns
- 🌱 Focused on long-term compounding
- 🚀 Aims for risk-aligned growth based on strategy
- 🧠 Compounding with strategic leverage
Sub Category of Plan
- Growth: High Risk
- Balanced: Moderate Risk
- Income Oriented: Moderate Risk
- Growth: High Risk
- Balanced: Moderate Risk
- Income Oriented: Moderate Risk
- Growth: High Risk
Investment Horizon
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
Service offered at
- Email+ Telegram
- Email+ Telegram
- Email+ Telegram
Periodic Review
- Yes
- Yes
- ———-
Plan Duration & Fees
- Yearly : 25000
- Yearly : 40000
- Yearly : 1.5% of AUM annually
Pearl Passive Plan
Ideal For:
- Long-term investors seeking steady, passive capital growth.
Minimum suggested Portfolio Size
- Rs.10 Lac
What You Get
- Stock Recommendation with Entry, Stop loss and Target
- Mutual Funds, Undervalued Assets, Momentum Stocks, Mix of Small, mid & Large Cap as Per Changing Circumstance
- Strategic Asset Allocation
- Precise Quantity Sizing
- Dynamic Allocation Reviews
Key Features
- Goal-Based Investing
- Long-Term Focus
- Rebalancing & Diversified Allocation
- Focus on Compounding
- Periodic Portfolio Checkups
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
Compounding & Returns
- 🌱 Focused on long-term compounding
Sub Category of Plan
- Growth: High Risk
- Balanced: Moderate Risk
- Income Oriented: Moderate Risk
Investment Horizon
- Medium to Long Term
Service offered at
- Email+ Telegram
Periodic Review
- Yes
Plan Duration & Fees
- Yearly : 25000
Diamond Passive Plan
Ideal For:
- Growth-focused investors with moderate to high risk.
Minimum suggested Portfolio Size
- Rs.20 Lac
What You Get
- All Pearl Plan Features
- Real-Time Adjustments
- High-Conviction Tactical Rotations
- Tactical portfolio rebalancing aligned with market outlook
- Advanced Risk Tools
Key Features
- All Pearl Features
- Adaptive Market Cycle Strategies
- Designed for higher risk-taking ability” or “Return potential subject to market risks and suitability.
- Real-Time Portfolio Adjustments
- Tactical Rotation & Agility
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
Compounding & Returns
- 🚀 Aims for risk-aligned growth based on strategy
Sub Category of Plan
- Growth: High Risk
- Balanced: Moderate Risk
- Income Oriented: Moderate Risk
Investment Horizon
- Medium to Long Term
Service offered at
- Email+ Telegram
Periodic Review
- Yes
Plan Duration & Fees
- Yearly : 40000
Nakshatra Passive Plan
Ideal For:
- Experienced investors pursuing diversified, high-risk investment exposure.
Minimum suggested Portfolio Size
- Rs.1 Crore
What You Get
- All Pearl + Diamond Features
- Equity/Index/Commodity Derivatives
- Futures & Options for Hedging & Alpha generation opportunity
- Real-Time Strategy Tweaks in Volatile Markets
Key Features
- All Pearl + Diamond Features
- Derivative Integration (F&O, Index, Commodity)
- Hedging in Volatile/Sideways Markets
- Macro-Micro Responsive Framework
- Strategic Leverage + Inflation Protection
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
Compounding & Returns
- 🧠 Compounding with strategic leverage
Sub Category of Plan
- Growth: High Risk
Investment Horizon
- Medium to Long Term
Service offered at
- Email+ Telegram
Periodic Review
- ———-
Plan Duration & Fees
- Yearly : 1.5% of AUM annually
Other Services
Category
One-Time Portfolio Advisory Plan
Portfolio Review and Rebalancing
Mutual Fund Advisory
Ideal For:
- Investor looking for one time lump sum investment
- Financial Health checkup and suitable improvements
- Investor looking for one time lump sum investment in Mutual Fund
Minimum suggested Portfolio Size
- Rs.2 Lac
- Rs.2 Lac
- N/A
What You Get
- Tailored Stock Recommendation with Entry, Stop loss and Target
- Undervalued & Momentum Stocks.
- Strategic Asset Allocation
- Precise Quantity Sizing
- Dynamic Allocation Reviews
- Comprehensive Portfolio Diagnosis
- Risk Exposure Mapping
- Capital Protection Strategies
- Clear Strategic Recommendations
- Expert Fund Selection
- Personalized Recommendations
- Diversified and undervalued fund selection
- Precise Quantity Sizing
- Strategic Fund Allocation
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
More attention to
- Mutual Funds, Undervalued Assets, Momentum Stocks, Mix of Small, mid & Large Cap as Per Circumstance
- Mutual Funds, Undervalued Assets, Momentum Stocks, Mix of Small, mid & Large Cap as Per Circumstance
- Undervalued & Sector Specific MF as per Circumstance
Investment Horizon
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
Service offered at
- Email+ Telegram
- Email+ Telegram
- Email+ Telegram
Investment Type
- Moderate to High Risk
- Moderate to High Risk
- Moderate to High Risk
Periodic Review
- N/A
- N/A
- N/A
Plan Duration & Fees
- Onetime fees : 8000
- Onetime fees : 10000
- Onetime fees : 3500
One-Time Portfolio Advisory Plan
Ideal For:
- Investor looking for one time lump sum investment
Minimum suggested Portfolio Size
- Rs.2 Lac
What You Get
- Tailored Stock Recommendation with Entry, Stop loss and Target
- Undervalued & Momentum Stocks.
- Strategic Asset Allocation
- Precise Quantity Sizing
- Dynamic Allocation Reviews
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
More attention to
- Mutual Funds, Undervalued Assets, Momentum Stocks, Mix of Small, mid & Large Cap as Per Circumstance
Investment Horizon
- Medium to Long Term
Service offered at
- Email+ Telegram
Investment Type
- Moderate to High Risk
Periodic Review
- N/A
Plan Duration & Fees
- Onetime fees : 8000
Portfolio Review and Rebalancing Advisory
Ideal For:
- Financial Health checkup and suitable improvements
Minimum suggested Portfolio Size
- Rs.2 Lac
What You Get
- Comprehensive Portfolio Diagnosis
- Risk Exposure Mapping
- Capital Protection Strategies
- Clear Strategic Recommendations
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
More attention to
- Mutual Funds, Undervalued Assets, Momentum Stocks, Mix of Small, mid & Large Cap as Per Circumstance
Investment Horizon
- Medium to Long Term
Service offered at
- Email+ Telegram
Investment Type
- Moderate to High Risk
Periodic Review
- N/A
Plan Duration & Fees
- Onetime fees : 10000
Mutual Fund Advisory
Ideal For:
- Investor looking for one time lump sum investment in Mutual Fund
Minimum suggested Portfolio Size
- N/A
What You Get
- Expert Fund Selection
- Personalized Recommendations
- Diversified and undervalued fund selection
- Precise Quantity Sizing
- Strategic Fund Allocation
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
More attention to
- Undervalued & Sector Specific MF as per Circumstance
Investment Horizon
- Medium to Long Term
Service offered at
- Email+ Telegram
Investment Type
- Moderate to High Risk
Periodic Review
- N/A
Plan Duration & Fees
- Onetime fees : 3500
Insurance Advisory
Ideal For:
- Selection of Need based accurate insurance product
Minimum suggested Portfolio Size
- N/A
What You Get
- Goal-based insurance planning for life, health, and assets
- Comprehensive risk assessment to ensure right coverage
- Simplified selection to avoid overpayment and confusion
- Unbiased expert advice focused on wealth protection
Instrument Selection Methodology
- Risk-Based, Goal Aligned, Unbiased Evaluation
More attention to
- N/A
Investment Horizon
- N/A
Service offered at
- Email+ Telegram
Investment Type
- N/A
Periodic Review
- N/A
Plan Duration & Fees
- Onetime fees : 3500
Disclaimer
- We do not offer free trials or accept part-payments for any advisory product or service.
- Investment advice is provided only after client risk profiling, suitability assessment and documented consent.
- We offer two SEBI-permitted fee models:
- Fixed Fee: Capped at ₹1,25,000 per client per annum
- AUA-based Fee: Capped at 2.5% of assets under advice annually
- Clients are clearly informed of the chosen model in the advisory agreement.
- Fee can be charged quarterly in advance (maximum 2 quarters at a time).
- In case of premature termination, the unutilized portion is refunded after retaining a breakage fee (max 1 quarter’s fee).
- Fee is charged per client or per family, as defined under SEBI regulations.
- Change of fee model is allowed only after 12 months from onboarding or last change.