- Portfolio Advisory & Wealth Management
Expert Portfolio Advisory & Wealth Management Services
Fee-only advice to help you build, manage, and grow your wealth with clarity, discipline, and expert guidance.
- SEBI-Registered Investment Adviser
- Fee-only, no commission bias
- Mutual funds, stocks, bonds & multi-asset portfolios
- Personalized plans for different investor stages
Consultation to Discovery Call
Get personalized financial advice from our experts.
We respect your privacy. Your information will not be shared.
- SEBI Registered
- Research-Driven Advice
- Transparent Fee Model
- Personalized Portfolio Strategy
Feeling Stuck Between Too Many Investment Choices?
Hubridge helps investors move from random investing to a disciplined portfolio strategy.
Confused how to allocate across mutual funds, stocks, debt, and cash.
Not sure whether your investments match your financial goals.
No expert support to review or rebalance your portfolio.
Want professional advice without hidden commissions.
What You Get with Hubridge
Portfolio Advisory
Goal-based asset allocation, portfolio construction, review and rebalancing.
Financial Planning
Clear direction for your goals, cash flow and investment decisions.
Wealth Management
Long-term investment strategy across mutual funds, stocks and diversified assets.
Ongoing Guidance
Portfolio reviews, market updates and advisor access.
Choose the Plan That Fits Your Investing Stage
All plans include SEBI-registered advisory with transparent, fee-only pricing.
Value Plan
Portfolio under ₹10 Lakhs
₹999per month
- Financial Planning
- Asset Allocation and Portfolio Construction
- Mutual Fund Advice
- Access to Commission-free MFs
- Model Portfolios
- 2 Portfolio Reviews per year
- Multi-Asset Portfolio Tracking
- Regular Market Updates
- E-Mail Access to Advisor
* Fee quoted per month / Min subscription 3 months.
Most Popular
Professional Plan
Portfolio under ₹25 Lakhs
₹2,500per month
All Features in Value Plan Included Plus
- Custom Portfolios
- Tactical Stock / ETF Calls
- IPO Advice
- Bonds and Fixed Income Advice
- 4 Portfolio Reviews per year
- Insurance and Debt Planning
- Regular access to Advisor (Call/WA)
- Special Market Updates
* Fee quoted per month / Min subscription 3 months.
Elite Plan
Portfolio ₹25 Lakhs & above
Contact us for pricing
All features of Pro Plan Included, plus
- AUA Based Portfolio Advisory Fee
- Active Portfolio Execution / Monitoring
- Monthly Portfolio Reviews
- PMS / AIF / Venture Funds Advice
- Advanced Tax Planning
- ITR Filing Assistance
- Exclusives Access to Private Equity and Credit Deals
Minimum subscription is 3 months.
Not Sure Which Plan to Pick?
Just starting investing
Value Plan
Already building wealth
Professional Plan
Need active premium advisory
Elite Plan
Why Indian Investors Choose Hubridge
SEBI Registered Investment Adviser
Fee-Only Advisory Model
Research Driven Strategy
Personalized Portfolio Design
Transparent Reporting
Process-Led Investing
How It Works
Four Steps to Financial Clarity
From initial consultation to ongoing wealth management, here’s how we partner with you.
Free 30 Min Discovery call
A 30-minute call to understand your goals, current portfolio, income structure, and financial concerns.
Risk Profiling and Goal planning
Align your goals with your portfolio through expert, personalized guidance.
Get Your Personalized Plan
Unlock a personalized roadmap with clear steps to improve your portfolio performance.
Start Structured Portfolio Management
Execute a professionally structured strategy with ongoing monitoring and optimisation.
Trusted by Investors Who Value Clarity
“The fee-only model means I trust their advice completely. No hidden commissions, just honest guidance for my family’s future.”
“Hubridge helped me understand where my money was going and created a structured plan that fits my goals. Finally, I feel confident about my investments.”
“After years of random investing, Hubridge brought discipline to my portfolio. Their quarterly reviews keep me on track.”
Years Experience
Happy Families
Client Retention
Registered
Why Fee-Only Advisory Beats Product-Selling
| Feature | Hubridge Advisory | Typical Product Seller |
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| Advice aligned with investor goals |
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| No commission bias |
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| Portfolio first approach |
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| Transparent fee model |
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| Ongoing reviews & rebalancing |
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Common Questions
Everything you need to know about our advisory services
Which plan is best for beginners?
Which plan is best if I already have investments?
Do you charge hidden fees?
Can I upgrade my plan later?
How do I start?
Disclosure
Hubridge Investment Advisers
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.
Get Your Free Discovery Call
We respect your privacy. Your information will not be shared.
Start Building a Smarter Portfolio Today
Start Building a Smarter Investment Portfolio
Book a free discovery call and discover the right plan for your investment journey.
- 100% confidential
- No pressure, advisory-only approach
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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 8297006446
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