Our approach to financial planning is not based on money. Instead it's based on you. We start by thoroughly analyzing your life-stage, life goals, risk appetite and future potential that allows us to take a holistic view of your finances and guide you on every step of the journey towards financial freedom.
360o approach to
finances
An integrated advisory platform for all financial requirements
Customized model portfolio approach
Transparency in charges
Under FP360°, all products and services revolve around you and your unique needs. We understand different people have different aspirations. That's why, we have an array of plans that you can choose from.
No matter which plan you choose, FP360° makes financial planning easy and convenient. With no separate brokerage or distribution charges and no Demat AMC, FP360° is not just transparent but also economical. We only charge a fixed percentage of applicable advisory fees linked to the size of assets under management, within regulatory limits.
FREE Financial Health Check-up
Over two decades of helping people achieve their financial goals
Best research minds with sharp analytical acumen to help you make optimal decisions
SEBI registered Investment Advisors with highest standards of corporate governance
Going beyond in-house products to offer unbiased solution.
On ground support to solve your queries instantly.
State of the art integrated platform to provide all financial solutions at one place
FP360° is a unique all-in-one platform designed by leading financial experts. We leverage cutting- edge technology and disruptive research-backed products to create a dynamic financial plan for you that includes diverse solutions such as:
Direct Equity
Mutual Funds
Portfolio Management Services
Tax free Bonds
NODs and MLDs
Corporate FDs
Real Estate Advisory
AIF, Private Equity and Venture Capital Funds
Sovereign Gold Bonds, Gold ETFs, Gold Mutual Funds
NPS, Sukanya Samriddhi Scheme, Senior Citizen Saving Scheme, PPF & other small saving schemes.
...and more.
