Legacy Custodian Advisory Private Limited
Principal Advisor: Sharad Mendon
SEBI RIA REG NO: INA000019567
Legacy Custodian Advisory Private Limited specializes in intelligent investment strategies that make your money work harder for you through optimized portfolio management.
Making money work for you through intelligent investment strategies
Services Offered
Intelligent Portfolio Management
Smart portfolio management using advanced investment strategies and optimization techniques.
Wealth Optimization
Optimization of wealth through strategic asset allocation and risk management.
Investment Strategy Development
Development of personalized investment strategies based on your goals and risk profile.
Performance Monitoring
Continuous monitoring and optimization of investment performance.
About Legacy Custodian Advisory Private Limited
We focus on intelligent investment strategies and portfolio optimization to maximize returns while managing risk. Our approach ensures your money works efficiently towards your financial goals.
Client Testimonials
“Legacy Custodian Advisory Private Limited's intelligent strategies have significantly improved my portfolio returns.”
Rajesh Agarwal
Smart Investor
“Excellent portfolio optimization that maximized my wealth growth.”
Priya Kapoor
HNI
“Their intelligent approach to investing is truly impressive.”
Vikram Singh
Wealth Manager
Frequently Asked Questions
What is intelligent investing?
Intelligent investing uses data-driven strategies and optimization techniques to maximize returns while managing risk.
How do you optimize portfolios?
We use advanced analytics and optimization techniques to ensure optimal asset allocation and performance.
What is the minimum investment for portfolio management?
Our portfolio management services typically require a minimum investment of ₹50 lakhs.
