Our SEBI-registered firm offers structured investment advisory plans: 1️⃣Starter Plan: Supports one goal with SIP or lumpsum investment options. 2️⃣Professional Plan: Covers up to 3 critical goals with half-yearly portfolio reviews. 3️⃣Wealth Partner Plan: Addresses up to 6 goals with quarterly reviews and priority support. ➡️➡️Customized Plans: Tailored solutions for complex financial objectives. Services include: ✅Risk profiling ✅Goal-based investment planning tailored to your risk-profile ✅Optional add-ons for ongoing portfolio management.
| Employees | 2 (1 on RocketReach) |
| Founded | 2025 |
| Address | 2939 Akkulam Road, Prasanth Nagar branch post office, Thiruvananthapuram, Kerala, IN |
| Industry | Financial Services |
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Souvik Mitra is the Director of asset research strategy of phren advisory.
1 people are employed at phren advisory.
phren advisory is based in Thiruvananthapuram, Kerala.
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Souvik Mitra
Director of asset research strategy at phren advisory
Bengaluru, KA, IN13
