Investment Advisory Services
Legacis - Mutual Funds Portfolios
Explore our curated mutual fund portfolios designed to meet your investment goals.
Legacis - Portfolio Review
Get expert analysis of your stock portfolio with clear advice on which stocks to hold or sell for better returns.
Platina Wealth - HNI
Bespoke Advisory • Under SEBI IA License
Custom equity portfolio calibrated to your goals, risk tolerance, time horizon, and liquidity needs—built for HNIs, NRIs, and Family Offices. Powered by institutional-grade research and our LEGACIS framework, we combine fundamentals with techno-funda validation to time high-conviction entries and define clear exits. Every position comes with a documented thesis, risks, and catalysts, while quarterly reviews, event-based actions, and disciplined, rule-based rebalancing keep the plan on course through market cycles.
Master Financial Planning
Under SEBI License | End to End Financial Plans
Custom equity portfolio calibrated to your goals, risk tolerance, time horizon, and liquidity needs—built for HNIs, NRIs, and Family Offices. Powered by institutional-grade research and our LEGACIS framework, we combine fundamentals with techno-funda validation to time high-conviction entries and define clear exits. Every position comes with a documented thesis, risks, and catalysts, while quarterly reviews, event-based actions, and disciplined, rule-based rebalancing keep the plan on course through market cycles.