With a disciplined approach and personalized insights, we simplify complex portfolios - helping you make confident decisions that align with your goals and values.
At Privus, every solution is shaped around your preferences – whether you seek full-spectrum advisory or seamless execution, we deliver with clarity, precision, and discretion.
Portfolio Advisory Services is a cornerstone of Privus, crafted to meet your wealth management needs with independent, innovative solutions tailored just for you. We put your best interests first, delivering bespoke strategies that give you control over your financial growth.
Backed by strategic partnerships with global research institutions, we bring you insights that are both deep and actionable – so your portfolio stays ahead of the curve. Our approach is straightforward and transparent, designed to simplify complexity and keep you informed.
From active management and monthly tracking to quarterly reviews and customized, easy-to-read performance reports, we ensure you remain in control at every step.
Estate Planning is a vital part of a comprehensive financial strategy, designed to protect your wealth and ensure it is passed on according to your wishes-while minimizing legal hurdles and tax liabilities. Our personalized approach helps you create a clear, structured plan tailored to your unique financial and family circumstances.
We guide you through essential elements such as wills, trusts, powers of attorney, and beneficiary designations-each customized to reflect your priorities. Collaborating closely with expert legal and tax advisors, we simplify complex estate laws, reduce probate expenses, and implement strategies that preserve your legacy.
Whether you are planning for future generations, charitable giving, or business succession, our team delivers a thoughtful, strategic process that brings you confidence and peace of mind about your financial future.
At Privus, we recognize that some clients are accustomed to a commission-based, transaction-focused approach, often due to prior experiences. While we believe in the value of transparent, fee-based advisory, we also respect the choice of those who prioritize experience and familiarity.
Our transaction services offers this familiar model that lets you efficiently execute investments with expert advisor support. This streamlined approach removes the complexities of detailed financial planning, comprehensive advisory services and ongoing fees, delivering a straightforward investment experience tailored to your preferences.
We understand that administrative tasks in wealth management can be complex and time-consuming. To ease this burden, we offer dedicated administrative services that complement our core offerings.
We manage the details so you don’t have to coordinate document handling, ensuring timely and accurate reporting. We assist with account updates and maintenance, and provide consolidated reports for all of your holdings. Our support also extends to delivering clear, detailed account and tax statements, as well as helping with the setup and execution of Wills and Trusts.
By taking care of these essential tasks, we help you stay organized and focused on your bigger financial goals-saving you time and reducing stress along the way.
We believe exceptional financial advisory thrives on a balance of expertise, trust, and genuine connection. This guiding principle ensures we deliver tailored, transparent, and high-quality solutions designed around you.
With deep industry knowledge and decades of experience, our team delivers strategic insight and technical excellence in every client relationship. We stay ahead of evolving market trends, leveraging data-driven strategies to optimize portfolio performance and preserve wealth.
We use a rigorous selection process to identify fund managers who consistently outperform benchmarks across market cycles. Our focus is on sustained excellence, not one-off performance.
Our proprietary research models and analytics uncover patterns and inefficiencies within asset classes-helping to capture above-average returns without taking on extra risk.
We craft bespoke strategies through tactical asset allocation, designing portfolios that align with your return objectives while managing volatility. By diversifying strategically across assets and managers, we balance risk and reward to meet your goals.
Trust is the cornerstone of our advisory practice. As an independent firm, free from product affiliations, we deliver unbiased, client-first solutions grounded in integrity and transparency.
We commit to clear communication, zero hidden fees, and full disclosure of any potential conflicts-so you can trust every step of our process.
Our recommendations are driven by rigorous research, proprietary analytics, and deep market insights, ensuring every decision is rooted in facts, not opinions.
As a fiduciary, we uphold the highest standards of integrity and objectivity. Your goals always come first, with unbiased, transparent advice tailored to your best interests.
Beyond expertise and trust, we build meaningful relationships by truly understanding your aspirations, risk tolerance, and financial goals. This enables us to deliver customized solutions that grow and adapt with you. Our commitment to personalized service ensures a seamless, responsive experience at every step.
We provide in-depth, tailored reports and services aligned with your unique financial goals-offering clear insights, personalized strategies, and proactive guidance to support informed decisions.
Our investment strategies are designed to fit your profile and objectives, fostering financial stability, confidence, and long-term success. By considering every facet of your financial life, we empower you to achieve your goals efficiently and with peace of mind.
We deliver pure, unbiased investment advice without proprietary products. Our recommendations are driven solely by your needs-this independence sets us apart.
The asset allocation and selection of investments depends solely on the client’s risk profile, which is reviewed every year.
A risk profile Questionnaire is designed to evaluate a client’s risk tolerance, capacity and investment goals. It is a combination of questions to assess one’s financial ability to handle losses and comfort with market fluctuations.
We provide investment advice across geographies, covering mutual funds, ETFs, REITs, and corporate/government bonds. Our product selection is based on client location, risk appetite, and goals, while also considering taxation, liquidity, and transaction ease.
We provide investment advice only and do not manage client funds.
Privus monitors investments regularly to ensure alignment with your financial goals.
We uphold fiduciary standards by maintaining a conflict-free, client-first approach:
The advisory arrangement is formalized through a SEBI-mandated agreement, signed by both the adviser and client before any investment advice is provided. This agreement outlines:
This ensures transparency and regulatory compliance.
The key difference is remuneration:
Both services maintain investment integrity while differing in compensation structure.
No, the client or his/her family, cannot engage with Privus for both services. They can opt for either of the two.
We follow a long-term strategic approach to asset allocation, complemented by short-term tactical adjustments based on identified opportunities. Portfolios are reviewed quarterly and rebalanced annually in line with the client’s risk profile. Early exits depend on the client’s liquidity needs.
No, we do not advise on direct equity. We believe managed equities—such as Mutual Funds and PMS—offer more consistent returns than individual stocks.
Yes, we assist clients with Wills and Trusts & review them periodically. We also assist clients in structuring their investments efficiently to align with their estate planning goals, which includes:
Yes, We aim to build long-term relationships with our clients, ensuring ongoing support and guidance throughout their investment journey. Our investment advisory agreement is perpetual, meaning it remains in effect indefinitely unless terminated. However, either the client or Privus can terminate the agreement at any time by providing a 15-day notice. This flexibility allows clients to continue receiving our advisory services as long as it aligns with their financial goals and preferences.
Services are billed every quarter based on the monthly average of assets under advice. Administrative services are charged on assignment basis.
Portfolio performance reports are sent monthly while review calls are done on quarterly basis.
To avail of our Portfolio Advisory Services (PAS), we require a minimum portfolio of INR 15Cr or approx USD 2 million.
This ensures we can provide the highest level of customized, strategic, and independent investment management.
We’re here to help. Whether you want to learn more about our approach, explore how we can tailor solutions for you, or just have a quick chat, our team is ready to support you.