Comprehensive Solutions for Every Financial Need

From first-time investors to ultra HNIs, Magnus Financial offers a full spectrum of services crafted for the Indian wealth landscape.

CORE SERVICES

1. Wealth Management

Our flagship service combines goal-based planning, tax-efficient investing, and holistic financial advice. We take a 360° view of your financial life — assets, liabilities, income, insurance, and aspirations — to create a plan that evolves with you.

  • Personalised financial blueprint
  • Asset allocation across equity, debt, gold & real estate
  • Annual portfolio review and rebalancing
  • Dedicated Senior Wealth Manager

2. Portfolio Management Services

Minimum ₹50 Lakhs. Our PMS strategies are driven by deep fundamental research and have consistently delivered alpha over long investment cycles. Choose from Large Cap, Mid & Small Cap, or Multi-Cap strategies.

  • Three flagship strategies — Alpha, Bharat, and Resilient
  • High-conviction portfolio of 15–25 stocks
  • Real-time online access to your portfolio
  • Performance-linked fee structure

3. Mutual Funds & SIP Planning

We take the complexity out of fund selection. Our advisors recommend curated baskets of mutual funds aligned with your risk profile and goals — from aggressive equity to conservative debt and everything in between.

  • Research-backed fund selection across 40+ AMCs
  • SIP with automatic step-up feature
  • Tax harvesting and portfolio rebalancing
  • Goal-mapped portfolios (retirement, education, home)

4. NRI Services

Investing in India from abroad has never been easier. Magnus Financial provides end-to-end support for NRIs — from account opening to repatriation — fully compliant with FEMA and RBI regulations.

  • NRE / NRO account guidance
  • DTAA-optimised investment structures
  • Repatriation advisory
  • Estate and succession planning for NRIs

5. Fixed Income & Bonds

For investors seeking stable, predictable income, our fixed income desk provides access to government securities, tax-free bonds, NCDs, corporate bonds, and structured credit products.

  • Sovereign and AAA-rated corporate bonds
  • Tax-free bond opportunities
  • Regular income laddering strategies
  • Market-linked debentures for hybrid exposure