Customised Investment Advisory
Tailored Strategies to Match Your Goals, Risk & Lifestyle
At Auriest Investments, we understand that no two investors are alike. That’s why our Customised Investment Advisory service offers personalized guidance based on your financial goals, risk profile, and life stage—not a one-size-fits-all approach.
What You Get:
- Goal-Based Planning – Investments aligned with your short- and long-term goals
- Risk Assessment – Clear understanding of your comfort with market volatility
- Portfolio Customization – Asset allocation tailored to your needs
- Product Selection – Mutual funds, stocks, bonds, insurance, alternatives & more
- Ongoing Monitoring – Regular review and portfolio rebalancing
Who It’s Ideal For:
- First-time investors needing guidance
- HNIs and professionals with complex financial needs
- Individuals seeking tax-efficient wealth creation
- Investors looking for unbiased, long-term support
Why Choose Us?
- SEBI-Registered Experts
- Unbiased Advice – We work for you, not commissions
- Fully Personalized Plans
- Transparent & Ethical Process
- Support at Every Stage
Ready to Invest Smarter?
Let’s create a plan built around you—not just the markets.
Request a Free Consultation
Contact Us
We're Ready, Let's Talk.
Address
#FF-12 First Floor, Jay Complex, Ayyappa Temple Road, Kempapura, Opp. Bhuvaneshwari Nagar Park, Bangalore 560024
Email Us
info@auriest.com
Hours
Mon - Fri 09:00 - 17:00
Call Us
080 - 49749672 / +91 7892656910