Platina Wealth - HNI
Custom Investment Advisory
Bespoke equity & mutual fund portfolio construction aligned to your goals, risk profile, and liquidity needs.
Fresh portfolio design from the ground up
Balanced allocation across market caps & sectors
Strategic, rule-based entries & exits using the LEGACIS frameworkComprehensive Portfolio Review
A deep dive into your existing holdings to assess quality, risk, and alignment with your objectives.
Technical & fundamental rating for each stock
Sector, market-cap, and diversification analysis
Clear hold/exit recommendations with rationaleAccess to Research Services
Exclusive access to our flagship research services for idea flow and market insights
Dedicated Access to the Desk
Direct WhatsApp channel with our research team Year-round access for clarifications, portfolio queries, and review notes so you never feel adrift between reviews..
Fast responses during market hours
Clear, actionable answers
Documented follow-upsPlatina 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.
Eligibility
₹25L+ Corpus
Cadence
Quarterly reviews
Coverage
Equity
Access
Dedicated WhatsApp/Email desk
Fee
₹65,000 / year
Rebalancing
Scheduled & event-based