About Us

We at private bankers work’s with you to offer the best investments products carefully selected from a varied range of Fund managers and investment houses.

To nurture your wealth and financial legacy from it, A young independent organization, specializing in wealth advisory,  and distribution to the individual, HNI’s, Trust, Institutions, corporates.We help you to understand wealth creation  &invest wisely through customized solutions after reviewing your investment objectives and financial goal.

Advantages & Strengths

  • Unbiased and regular professional advice based on individual needs.
  • Fund allocation aimed at optimizing returns for an individual investment time horizon
  • Regular and stringent monitoring of portfolios
  • Empanelled with all leading AMCs
  • Recommendations backed by thorough research
  • Monthly updates on Mutual Fund holdings and portfolio reviews
  • Facility to view portfolio online on our website.

How Do We Work

 Personalized Portfolio Key Facts

  • 15-20 fundamentally strong businesses in a model portfolio
  • 300+ algorithms to curate a customized portfolio as per your risk appetite and goals
  • 3 research reports i.e. Index report, Summary report and Main report for every recommended companies.
  • Smart dashboard to access the research reports, stock/market updates, quarterly research updates and track the health of your portfolio
  • Regular portfolio monitoring and portfolio re-balancing, whenever required.

Recommended Portfolio Characteristics

  • Businesses with healthy historical performance run by high pedigree management
  • Businesses with favourable return ratios & strong balance sheet metrics