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Platina Wealth HNI

Under IA License

A Comprehensive service for HNIs, NRIs and Family Offices delivering extensive Equity Research with our holistic approach 

Inclusions:

  • Comprehensive Portfolio Review

  • Portfolio Creation and Rebalancing

  • Annual Subscription of Momentum Thrust Trading Room, SME Champions Club and ValueVest Tactical Stock Picks

  • Periodic Recommendations  with Detailed Research Reports

  • Dedicated group with a team of Technical Analysts and  Fundamental Analysts from Samar Wealth Team

SEBI Registered Investment Advisor ( INA000019345 )         SEBI Registered Research Analyst ( INH000018036 )
 

+91-9779774529  |  samarwealth@gmail.com

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Our past performance does not guarantee the future performance. Investment in equities is subject to market risks. Notwithstanding all the efforts to do best research, clients should understand that investing in equities involves a risk of loss of both income and principal. Please ensure that you understand fully the risks involved in investment in equities.

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