Investment Advisory Services
Platina Wealth - Equity 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.
Legacis 360° Wealth Architecture
Designed exclusively for portfolios above ₹1 crore
A bespoke wealth management framework that integrates every aspect of your financial life — from Goal and Retirement planning to Multi-Asset allocation, Tax strategy, and Real Estate Valuations. We build, protect, and grow wealth through a data-driven, 360° approach that aligns with your life goals and legacy aspirations.