Lotus Advisory

Lotus Wealth Advisors Pvt. Ltd. offers a range of tailor made and specialised investment strategies to capitalise on opportunities in the market .

Personalised Advice

Experienced professionals give you sound investment advice and strategies that help you invest smartly. You get the best advisors in the industry who craft customised stock portfolios that work wonders.

With Lotus Advisory you get

More choice in terms of portfolios to suit individual client needs and risk appetite Ability to structure products that meet specific investment objectives Choice of alternate investment products that were traditionally available to the very wealthy

Professional Management

Benefits of professional money management with the flexibility, control and potential tax advantages of owning individual stocks or other securities. The Portfolio Managers take care of all the administrative aspects of your portfolio with a monthly or semi annual reporting on the overall status of the portfolio and performance.

Continuous Monitoring

Expert professionals and research team keep a constant watch on your money. The team of experts know exactly how your money is performing through continuous monitoring. You, as a customer are always informed through:
• Communications that include relevant information on major market events
• Quarterly or semi-annual performance updates