Get personalized financial advice from our expert.
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.
Goal-based asset allocation, portfolio construction, review and rebalancing.
Clear direction for your goals, cash flow and investment decisions.
Long-term investment strategy across mutual funds, stocks and diversified assets.
Portfolio reviews, market updates and advisor access.
All plans include SEBI-registered advisory with transparent, fee-only pricing.
Portfolio under ₹10 Lakhs
* Fee quoted per month / Min subscription 3 months.
Portfolio under ₹25 Lakhs
All Features in Value Plan Included Plus
* Fee quoted per month / Min subscription 3 months.
Portfolio ₹25 Lakhs & above
All features of Pro Plan Included, plus
Minimum subscription is 3 months.
*Disclaimer : Products and services are not under the preview of SEBI, and hence no recourse through SEBI is available to the investors for their grivences related to such products/services
Value Plan
Professional Plan
Elite Plan
From initial consultation to ongoing wealth management, here’s how we help you Grow.
We understand your financial goals, risk tolerance, and current portfolio through a detailed consultation.
Our advisor analyzes your situation and creates a personalized investment roadmap.
We advise specific actions, in a digital environment, helping you start the journey or transition seamlessly
Regular portfolio reviews, rebalancing, and proactive communication to keep you on track.
I appreciate the transparency in asset allocation and tracking. That clarity has made the experience smooth and trustworthy.
Pavan builds genuine personal connections, works closely with clients and understands their individual portfolio needs in depth. He creates robust financial plans that can help clients grow their investments and returns effectively. With increased client interactions now, he can deliver even greater value.
Pavan brings tools and nuances of investing to create a targeted plan, which is helping me meet both short-term and long-term needs. He provides solutions to pain-areas in reasonable time and adapts them to my needs. I am happy to continue this journey with extended investment options.
Years Experience
Happy Families
Client Retention
Registered
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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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Everything you need to know about our advisory services
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.
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, enlistment as IA with Exchange, and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors
Kothari Centrum Building, 4th Floor, Regus, Murphy Road Business Centre, Kondapur, Hyderabad, Telangana, 500084
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.