Yearly Portfolio Advisory - Discovery Call

"Pricing is 2% of total portfolio value annually, with a minimum portfolio size of ₹50 LAKHS. The base price listed here reflects the minimum engagement fee. Final fee is confirmed after the discovery call."

What this is

A full 12 months of dedicated, personalised portfolio advisory — built around your money, your goals, and what's actually happening in global and Indian markets in real time.

Not a course. Not a community. Not generic model portfolios sent to 500 people at once.

This is me, working with you and only you, for an entire year.

Pricing

2% of your total portfolio value annually. Minimum portfolio size ₹1 crore.

A ₹1 crore portfolio = ₹2,00,000 per year. A ₹2 crore portfolio = ₹4,00,000 per year.

The price listed on this page reflects the minimum engagement. Final fee is confirmed on the discovery call after your portfolio size is assessed. All payments above the listed minimum are invoiced separately.

How it works

We start with a deep onboarding session — your current portfolio, your financial situation, your risk appetite, and your goals for the next 1, 3, and 5 years. Everything gets mapped before a single recommendation is made.

From there, you get a personalised portfolio framework — allocation across sectors, asset classes, and themes — built specifically around your situation and the current macro environment.

Every time something significant moves in markets — a geopolitical event, an RBI decision, a sector rotation, a global macro shift — I assess the impact on your specific portfolio and tell you exactly what to do. Buy, hold, trim, or exit. With full reasoning every single time.

You execute. I advise.

What's included across the year

Onboarding portfolio audit Complete review of existing holdings before we build anything new. Dead weight identified, concentration risks flagged, gaps mapped.

Personalised portfolio framework Written allocation strategy built around your capital, risk profile, and current macro outlook. Updated every quarter or when macro conditions shift materially.

2–4 advisory calls per month Direct access via video or voice call. Market updates, portfolio reviews, specific buy/hold/trim/exit guidance. No intermediaries, no assistants — me, directly.

Real-time WhatsApp access Between calls, direct WhatsApp access for time-sensitive situations. When something breaks in markets and you need to know if it affects your portfolio — you'll know immediately.

Monthly written portfolio review Structured written update every month — what changed, why, what we're doing about it, and what to watch in the next 30 days.

Quarterly deep rebalance review Every 3 months, full portfolio rebalance assessment. What's working, what isn't, how the next quarter's macro setup looks, and how we're positioning for it.

Event-driven alerts RBI meetings, Union Budget, US Fed decisions, major geopolitical developments — you'll know exactly how each one affects your specific portfolio before markets fully react.

Who this is for

Your investable portfolio is ₹1 crore and above. You're serious about wealth creation — not chasing tips, not looking for multibaggers, not trying to double money in 6 months.

You want one person who knows your portfolio better than you do, watches markets every single day, and tells you exactly what to do when it matters.

How to get started

Book the discovery call on this page first.

On that call I'll understand your portfolio size, current holdings, and goals. If it's the right fit — for both of us — we move forward and I send you a custom invoice for 2% of your portfolio value.

Not every application will be accepted. This only works when your goals and portfolio are the right fit for what I do.

Limited to 5 clients per year.