HNI Broking & Advisory

Client first approach remains at the core of our philosophy to ensure that we remain focused on the long-term goal of wealth creation for our clients. We think of ourselves as an advisor and not a broker ensuring that the client will be consulted for any investment decision that will be made at a portfolio level.

Portfolios tailored to specific needs of a client based on risk appetite and thorough research. Depending on the risk profile of the client, we would be designing portfolios and advising stocks which would constitute a mix of large and mid-caps. Plan everything from scratch with ultra-personalized services.

We believe in bottom-up idea generation process and our stock idea filtration will be based on strong research parameters. Our existing research coverage of over 250+ stocks along with professional team working on idea generation & filtration on a regular basis would ensure we remain updated about various trends at an industry level to evaluate opportunities.

Our investment advisor will ensure that our clients remain updated with timely investment advice at a portfolio level and flag off risks at a portfolio level and in markets.

Simplicity in terms of execution by just calling up our team on a recorded line or an email. Besides 24×7 access to portfolio reports we also provide capital gains report for ease of tax filing.

We provide a periodic portfolio review for our clients where we intend to address any queries regarding the portfolio holdings and any changes to be suggested in the same.