Super Investment Plan

Super Investment Plan

Super Investment Plan is a highly personalized investment advisory service wherein we provide an integrated financial solution across asset classes in order to achieve your financial goals both short term and long term keeping in mind your risk tolerance levels.

Every person has a story of where they have been and where they see themselves in the future. We listen to your story, get to know you personally, and focus on learning as much as we can about your life goals and financial objectives before plotting out a roadmap to financial success.

In Profiquity’s Super Investment Plan we will build a personally tailored financial plan to manage your investments. Your portfolio will be structured around appropriate risk management for you personally. Risk is a part of all investments – but how that risk is managed will determine the success of your portfolio.

In our practice, we have a wide variety of clients ranging from up-and-coming tech industry executives and programmers to entrepreneurs, professionals and retirees. And every one of our clients receives the same exceptional standard of service. We’re skilled, efficient and responsive, and we always put our clients first.

Suitable For

  • Clients who have Equity Portfolio Value (or) Capital for Investment of over 25 Lakh Rs.
  • Investors who want Highly Personalized Service by directly discussing with the Fund Managers.
  • Clients who want an Integrated Financial Solution across asset classes to achieve their Goals.
  • Investors who want to build and maintain – A customized Portfolio taking into account their existing Portfolio, Risk Profile, Cash Flows and Financial Requirements.

Our Goal through Profiquity Wealth Advisory Services is to leverage our Strong Equity Research to help provide customized Investment solutions to clients which will help them attain their financial goals in a transparent and hassle free manner.

With backing of a Strong Research team which is monitoring your Portfolio, Investors will be able to Outperform Broader Markets by 5-10% YoY regularly without any extra Risk.

We will make sure that Client’s money works hard for them to earn more. A strong Compounding rate is the key to wealth Creation in the Long term. We intend to compound wealth at 3​5% CAGR​ through a quality selection of Mid-Cap and Small Cap stocks.​

Subscription Charges

for 1 Year

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for 2 Years

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for 3 Years

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