Portfolio Advisory Services is a value-added service offered to our esteemed clients who seek to a high-quality wealth management advisory desk and research team but are comfortable making their own investment decisions.

As a Portfolio Advisory Services client, you have

• A dedicated Wealth Advisory Desk standing ready to answer your queries and unique needs
• Assessment of your risk profile and help with constructing / rebalancing an investment portfolio that matches your risk appetite.
• Access to high quality research and investment strategies
• The guidance can be on-going or as needed at client discretion

Under these services, our Wealth Management Service desk can only suggest investment ideas that match the assessed risk-reward profile agreed for the investor. The choice as well as the execution of the investment decisions rest solely with the Investor.

• Minimum account balance for availing Portfolio Advisory Services is Rs. Five Lakhs
• Customer needs to sign a Portfolio Advisory Services agreement and get his Risk Profile assessed
• We do not charge any fees to provide this service

To talk to a Hedge Wealth Management Specialist, please email us at wms@HedgeEquities.com or call +91 9349 0975 04