ServicesPortfolio Advisory Services

Portfolio Advisory Services

Jhaveri Securities is proud to offer Portfolio Advisory Services to our clients. Advisory portfolios curated by our associated advisors are designed to meet your Investing needs.

  • Personalized Investment Baskets : Choose Investment baskets as per your preferences.
  • Expert Advice : Benefit of smartly curated portfolios by Experts
  • Ongoing Monitoring : Smart Monitoring with the every move of market.
  • Regular Reporting : Standard & customized reports

With Jhaveri Securities' Portfolio Advisory Services, you can feel confident in your investment decisions and rest assured that your finances are in good hands. Contact us today to learn more and get started on your journey to financial success.

Jhaveri Securities Ltd is a registered broker with SEBI & not registered portfolio advisor. We are affiliated with the following portfolio advisors to provide their services to our esteemed clients.



The Portfolio Advisory Services is a comprehensive, fee-based investment solution aimed at facilitating the attainment of long-term investment objectives. The program offers a diverse array of asset allocation portfolios, expertly crafted to align with the specific investment goals of clients. By leveraging market returns, the service provides a tailored approach to investment, delivering personalized advice and a broad spectrum of investment options.
Currently Jhaveri Securities offers Portfolio investment products from Narnolia Investment advisors & Marcellus Investment Managers.
Annual fees may vary advisors to advisors. Overall we can say that 2 to 2.5 % fees are charged by Portfolio advisors.
You can connect with your Relationship Manager or a Branch Manager to invest in Advisory Products.
You can start with as low as 50,000 to Invest in Advisory portfolios.

To invest in Advisory Portfolios , give a missed call on 9555066040