- Portfolio Advisory – The Elite Plan
Pave Your Way to Prosperity Through Our Customised Portfolio Advisory Services
Customised portfolio strategy designed to generate alpha, protect capital, and build long-term wealth.
- SEBI Registered
- Research-driven active portfolio strategy
- Alpha-focused investing approach
- Active monitoring and rebalancing
Schedule a Consultation
Fill in your details for a free consultation
We respect your privacy. Your information will not be shared.
Who Is This Elite Plan For?
Built for investors seeking active, research-backed portfolio strategy.
₹30L+ Ideal Portfolio
Investors with substantial portfolio size for maximum strategy effectiveness
Minimum ₹10L Entry
With planned additions to grow your investment over time
Above-Moderate Risk
Suitable for aggressive investors seeking alpha generation.
5+ Year Horizon
Best results with long-term compounding investment approach
Our Portfolio Strategy Is Built Around 3 Core Goals
Capital Protection
Preserve capital and portfolio value while navigating market volatility.
Alpha Generation
Aim to outperform benchmark returns over long-term investing cycles.
Financial Liquidity
Maintain liquidity for life goals through disciplined allocation and withdrawals.
How the Elite Portfolio Strategy Works
15-20 High-Conviction Stocks
Carefully selected positions based on deep research and analysis
Long-Term Compounding Focus
Building wealth through patient, disciplined investing
Tactical Opportunities
Cyclical and momentum opportunities for enhanced returns
Active Rebalancing
Continuous adjustments based on market conditions
Portfolio Allocation Strategy
70%
Long-Term Compounders
30%
Tactical / Cyclical
We Manage Portfolios Based on Market Cycles
Down Market
Find undervalued quality businesses and value-buy opportunities.
Alpha Generation
Aim to outperform benchmark returns over long-term investing cycles.
Financial Liquidity
Maintain liquidity for life goals through disciplined allocation and withdrawals.
Defined Boundaries. Disciplined Risk Management.
Every portfolio is managed within clearly defined parameters to balance return potential with risk control.
Benchmark
NSE 500 TRI
Selection Universe
NSE Stocks with proprietary screening
Risk Framework
5Y portfolio SD < 20%
Liquidity Discipline
Minimum thresholds applied
More Than Active Portfolio Advisory
Advice on existing holdings
Bonds and fixed income strategy
F&O guidance
Alternative investments
REITs and InvITs
Unlisted shares
Venture debt
FX and commodity advice
Access to exclusive private equity deals
Advanced tax planning
ITR filing assistance
Direct mutual funds (commission-free)
Mobile/web access platform
Elite Plan Pricing
Advisory Fee
1.2%
of Average Monthly AUA
- Minimum ₹36,000 per year
- Quarterly payments in advance
- Minimum agreement: 6 months
Eligibility Summary
REITs and InvITs
₹30 Lakhs
Minimum Investment
₹10 Lakhs
Risk Profile
Above-Moderate to Aggressive
Ideal Holding Period
5+ Years
Meet Your Portfolio Advisor
Pavan Manchiraju
CFA
CFA Charterholder
SEBI Registered Investment Advisor
IIMA Alumni
Ex-CFO with treasury and finance experience
10+ years in portfolio advisory and valuations
Managed ₹50+ Crores for HNIs and professionals
How It Works
A clear and structured onboarding journey with regular reviews and advisor access.
Online KYC
Quick and easy digital verification process
Risk Profile Assessment
Understanding your risk tolerance and goals
Initial Portfolio Construction
Building your customized portfolio strategy
Active Portfolio Monitoring
Continuous tracking and opportunity identification
Reviews & Strategy Updates
Regular reviews and strategy refinements
Why Professional Portfolio Advisory Matters
- Save time
- Reduce emotional investing mistakes
- Get disciplined portfolio strategy
Disclosure
Pavan Kumar Manchiraju
Prepared in accordance with SEBI (Investment Advisers) Regulations, 2013
The particulars in this Disclosure Document are provided under the SEBI (Investment Advisers) Regulations, 2013. Its purpose is to help prospective clients make an informed decision regarding engagement of the Investment Adviser.
For this document, the Investment Adviser is Pavan Kumar Manchiraju, registered with the Securities and Exchange Board of India as an Investment Adviser under Registration No. INA000018975 dated 22 March 2024, having its registered office at Flat 1001, Tower – 5, Urbana BNRI Complex, Anandapur, Kolkata – 700107, India.
Schedule a Consultation
Fill in your details for a free consultation
We respect your privacy. Your information will not be shared.
Start Building Long-Term Wealth with a Smarter Portfolio Strategy
Start Building a Smarter Investment Portfolio
Book a free strategy call to see whether the Elite Plan is right for your portfolio and goals.
- 100% confidential
- No pressure, advisory-only approach
Get Weekly Market Insights
Expert analysis and strategic recommendations delivered to your inbox.
Hubridge Investment Advisers, is a Sole Proprietorship concern (Proprietor: Pavan Kumar Manchiraju) with SEBI Registration No: INA000018975, IA-BASL Membership No: 2147
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 certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Reference circular: SEBI/HO/MIRSD/ MIRSD-PoD-2/P/CIR/2023/52, April 6, 2023.
Regus, 4F, Kothari Centrum, Kondapur, Hyderabad – 500084
Principal / Compliance Officer
- Name: Pavan Kumar Manchiraju
- Email: pavan.m@hubridgeadvisors.com
- Mobile No: +91 9163681066
Corresponding SEBI Office
SEBI Eastern Regional Office (ERO) The Regional Director, L&T Chambers, 3rd Floor, 16 Camac Street, Kolkata - 700017, West Bengal Tel: +91-33-23023000 Fax: +91-33-22874307 Email: sebiaro@sebi.gov.in
SEBI Registered Investment Advisor providing certified financial planning and research-driven stock advisory.
Resources
Contact
- info@hubridgeadvisors.com
- +91 9163681066
- Regus, 4F, Kothari Centrum, Kondapur, Hyderabad – 500084
- Copyright © 2025 Hubridge. All Rights Reserved