HNI Broking & Advisory

Bespoke Investment advisory based on thorough research
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HNI Broking & Advisory Solutions

Comprehensive solutions for personalized HNI broking & advisory

Our Philosophy
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.
What We Offer
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.
Strong Focus on Stock Selection
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.
Dedicated Investment Advisor
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.
Portfolio Reporting & Ease of Execution
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.
Portfolio Review
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.

Why choose our HNI broking services?

Comprehensive and personalized investment services

Best in the business

We are driven by the best-in-class leadership pool guided by core values of client centricity, integrity & trust.

Expertise in handling HNI clients

Plan everything from scratch with ultra-personalized services.

4500+ crores of assets under management

We offer a wide range of comprehensive solutions to your financials goals, needs and long-term financial freedom.


Trusted by 800+ HNIs across 10+ countries

Always reachable

Our RMs understand your interest in investing toward making an impact & help you preserve your wealth

Safe & secure digital platform

We proactively monitor cybersecurity landscape and work with trusted partners to improve our defences.

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Frequently asked questions

What is HNI Broking?
HNI broking is a personalized investment service for high net-worth individuals, providing expert guidance and a range of investment solutions to meet their specific financial goals and investment objectives.
Who are HNI Brokers?
HNI brokers are investment advisors who specialize in working with high-net-worth individuals, providing personalized attention and expert guidance to meet their investment needs.
What services do HNI Brokers provide?
HNI brokers provide a range of investment solutions, including equity, fixed income, and alternative investments, as well as personalized attention and expert guidance to help high-net-worth individuals achieve their investment goals.

Complete wealth solutions at your fingertips!