Exclusive Investment Solutions for High-Net-Worth Individuals
WHAT IS HNI PORTFOLIO ?
Active management of your customized investments portfolio across the equity, debt and mix of it, to minimize the risks and achieve the predetermined returns.
High-value investments have high stakes; they must be managed for the appropriate risk-return profile, with dynamic asset allocation to protect capital and growth.
High Level Customization
Active Management of Portfolio
Consolidated Tracking of the Performance
Cheapest Plan in the Market
HNI Portfolio Options
Conservative
Minimum Capital
30 Lakhs+
Targeted Return
8-9%
Monthly Cash Option
Yes
Time Period
5+ Years
Moderate
Minimum Capital
30 Lakhs+
Targeted Return
12-13%
Monthly Cash Option
Yes
Time Period
5+ Years
Aggressive
Minimum Capital
30 Lakhs+
Targeted Return
15%+
Monthly Cash Option
No
Time Period
5+ Years
HNI Portfolio Plans & Fee
Bronze Plan
By RupeeRakshak
Choose this if your investment size is between 30L to 99.99L
I've been with RupeeRakshak for over five years now, and I can't express how satisfied I am with their services. Their expert advisors have helped me make informed investment decisions that have significantly grown my wealth. RupeeRakshak truly lives up to its name – it's my shield against financial uncertainty!
I've entrusted RupeeRakshak with my investments for a decade, and it's been a wise decision. Their team has consistently demonstrated a deep understanding of the market and a commitment to my financial goals. They've helped me navigate through market ups and downs, ensuring a secure financial future for my family.
As a young investor, I was initially overwhelmed by the complexities of the financial world. RupeeRakshak made it simple for me. They took the time to educate me about different investment options and created a customized plan that aligns perfectly with my goals. Thanks to them, I'm on track to achieve my financial dreams.
Retirement can be a daunting phase, but RupeeRakshak made it worry-free for me. Their retirement planning services were meticulous, and they ensured that I have a steady income stream for my golden years. I highly recommend RupeeRakshak to anyone seeking financial peace of mind.
HNI Portfolio Service is an exclusive portfolio management service for investors with a capital of ₹30 lakhs or
more. It offers a highly customized investment plan based on individual risk profiles and return expectations.
The portfolio includes a mix of equity, debt, and hybrid assets, actively managed to balance risk and
optimize returns.
Your portfolio is tailored based on your risk profile, investment horizon, and return expectations. Our
experts analyze your financial goals and create a strategy that aligns with your needs.
Our team actively manages and reviews your portfolio, making adjustments based on market trends and
performance to ensure optimal results.
The minimum investment required to avail of the HNI Portfolio Service is ₹30 lakhs.
Choose Conservative if you prefer lower risk and stable returns.
Choose Moderate if you want a balanced mix of risk and growth.
Choose Aggressive if you seek high returns and can handle market fluctuations.
Yes, you can adjust your investment plan based on your changing financial goals and risk appetite. Our team
will assist you in making the transition smoothly.
Yes, the Conservative and Moderate plans offer a monthly cash option, while the Aggressive plan does
not.
All three plans require a long-term commitment of 5+ years to maximize returns.
There is no mandatory lock-in, but staying invested for at least 5 years is recommended for the best returns.
Finvest offers five plans based on your investment size:
Finvest Bronze: ₹11,800 for investments between ₹30L to ₹99.99L.
Finvest Silver: ₹23,600 for investments between ₹1Cr to ₹5Cr.
Finvest Gold: ₹35,400 for investments between ₹5Cr to ₹9.99Cr.
Finvest Platinum: ₹47,200 for investments between ₹10Cr to ₹24.99Cr.
Finvest Elite: Available for investments above ₹25Cr (pricing details available on request)
You can renew your subscription by choosing the same or a different plan based on your updated investment
size.