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Testimonials
“
Hubridge has been my companion in my weight loss journey of losing 17 Kgs and helping me stay disease-free. Health Returns keeps my whole family motivated to be active and stay fit and each person can do the exercise of their choice
Director | Quantum Lawyers
“
Hubridge has been my companion in my weight loss journey of losing 17 Kgs and helping me stay disease-free. Health Returns keeps my whole family motivated to be active and stay fit and each person can do the exercise of their choice
Director | Quantum Lawyers
“
Hubridge has been my companion in my weight loss journey of losing 17 Kgs and helping me stay disease-free. Health Returns keeps my whole family motivated to be active and stay fit and each person can do the exercise of their choice
Director | Quantum Lawyers
Words of Wisdom for Investing Success
“You must value the business in order to value the stock."
“Price is what you pay; value is what you get "
To become a Better Investor
Diversify Your Portfolio
Understand Risk Tolerance
Focus on Long-Term Growth
Be Cautious with High-Risk Investments
Get ahead in your wealth creation journey with our unmatched value and benefits.
SEBI Compliant
Rest easy as you deal with SEBI Registered Investment Adviser.
Customized Advice
Get holistic advice suitable to your context and situation.
Professional Advice
Well researched advice from CFA Charter holder with a decade of experience.
Tech Enabled
Comprehensive view of finances on our multi-asset reporting platform.
Platform
How To Get Started
We follow a systematic, digital approach to ensure your journey with us is seamless and result-oriented.
Signup
Signup to register for free on our portal and we will get back to you super quickly.
Book a free 1-1 session
Signup to register for free on our portal and we will get back to you super quickly.
Subscribe to our plans
Signup to register for free on our portal and we will get back to you super quickly.
Once you subscribe to our plans, we will initiate an e-agreement sign-off, as per SEBI regulations, and create a dedicated account for you on our advisory portal.
How to get started
We follow a systematic, digital approach to ensure your journey with us is seamless and result-oriented.
if you wish to get started immediately.
Once you subscribe to our plans, we will initiate an e-agreement sign-off, as per SEBI regulations, and create a dedicated account for you on our advisory portal.
How to get started
We follow a systematic, digital approach to ensure your journey with us is seamless and result-oriented.
to register for free on our portal and we will get back to you super quickly.
if you wish to understand more about our services.
if you wish to get started immediately.
Once you subscribe to our plans, we will initiate an e-agreement sign-off, as per SEBI regulations, and create a dedicated account for you on our advisory portal.
Check Our Pricing
FREE
VALUE
INR999
/Month
- Asset Allocation and Portfolio Construction
- Mutual Fund Advice
- Access to commission-free direct MFs
- Model Stocks Portfolio
- Portfolio Reviews (2 / year)
- Goal Planning
- Regular market updates
- Traditional Savings Advice (FDs, SGB, NPS, etc)
- Multi-asset reporting + Web/Applications
Optional Add ons for value plan:
Stock Calls @ INR 999 per month (3-4 calls/mth)
Comprehensive financial plan @INR 5000 per session
Standard
Standard
INR3,499
- Tactical Stock Calls
- IPO Advice
- Bonds and Fixed Income Advice
- Portfolio Reviews (4 / year)
- Insurance and Debt Planning
- Comprehensive Financial Planning
- Direct Access to Advisor
Faqs
RIA (Registered Investment Adviser) is a license issued by SEBI (the investments and market regulator in India), to offer advice on financial planning, savings, debt management and investments to clients. RIAs work on behalf of their clients and can only accept a pre-determined fee from their clients – they are not allowed to accept any commissions from the issuers of financial instruments.
However, distributors of financial products (Mutual Funds Distributors) are paid commissions by AMCs / fund houses to sell their products, and hence represent the interests of the issuers of financial instruments.
If you are an individual with modest corpus (< 5 lakhs) and just started your monthly savings, we suggest you choose our “Value plan”, which helps to plan your goals and obtain advice on regular saving instruments, MFs and Model stocks, for long term wealth creation.
If you are an individual with accumulated corpus (> 20 lakhs), with holdings in different asset classes and lumpsum funds to invest, we would suggest you choose our “Standard” or “Elite” plans, as you may need customized advice to align your holdings, advice on fixed income opportunities and some avenues to boost your returns from short-term tactical calls, subject to risk profile and suitability.
What you see, is what you pay! We follow a transparent pricing policy and do not charge any additional fees. We neither receive any commission nor hidden fees from the product owners or platforms. We represent you and work only on your behalf.
All our plans run on monthly basis and valid for 1 year (12 months). We collect each month fees in advance. In case you start during the month, we charge for that relevant month on pro-rata basis.
Yes. All our plans are of minimum 3-months subscription. You can cancel your subscription any time after the expiry of the first 3-months of each agreement period, and you will not be charged further. You can send an e-mail to info@hubridgeadvisors.com expressing your desire to cancel the subscription
No. We cannot guarantee returns for any of the instruments or avenues we advise, as returns are dependent on many market factors. However, we do rigorous, independent research and always provide you with our basis and rationale for each instrument selection, which ideally can provide reasonable performance, subject to market conditions.
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Investor Charter
