ADVISORY

WEALTH MANAGEMENT

It brings together a comprehensive knowledge base with over two decades of experience to design customized solutions. Its dedicated Wealth Managers develop personalized wealth management strategies for the clients by listening to them and understanding their financial needs and goals. The investment solutions at CONSULTANCY AFFIX cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.

PORTFOLIO MANAGEMENT

Portfolio Management Services (PMS) is a sophisticated investment vehicle that offers a range of specialized investment strategies to capitalize on opportunities in the market. CONSULTANCY AFFIX Investments and Advisors Ltd offers PMS as an investment vehicle for select investors with an option to personalize and customize portfolios through investment mandates. We also offer equity Portfolios which look to generate capital appreciation by investing into a diversified portfolio of equity or equity related securities. These portfolios are structured to suit different risk profiles of customers.