Elysian Investment
Where wisdom meets Wealth
Work with our wealth management team to continuously build and secure your legacy.
We provide ongoing guidance and innovative strategies tailored to your financial goals. Ensure your wealth endures for generations with our expert support.
Elysian Investment
Need for Women-centric Advisory
Elysian Investment Advisory is committed to empowering women with financial autonomy.
We educate and spread awareness about the benefits of financial liberty for women aged over 25 from diverse professional backgrounds, challenging the societal and systemic hurdles in India.
Elysian Investment
Stability & Peace of Mind for NRI Investors
Our expert guidance ensures financial growth and stability, providing you with the peace of mind that comes from knowing your investments are in capable hands.
Let us assist you in achieving your financial goals and maintaining a lasting legacy.
Why Elyisan Investment advisory
SEBI Registered Investment Advisory
We are fiduciary advisors, dedicated to working in your best interest by offering conflict-free investment advice and customized portfolios. Our team of experts ensures that our advice is unbiased and solely focused on your financial well-being.
Conflict-Free (Fee only based Investment Advisory)
Personalized Portfolios
Our investment advice is tailored to suit your unique financial situation and goals, creating portfolios that reflect your individual needs.
Data-Driven
We leverage the latest technology and data analytics to provide you with the most informed and effective investment strategies.
How We Work
Risk profiling
Understanding your risk tolerance is crucial. We conduct thorough risk assessments to ensure your investments align with your financial goals and comfort level.
Hyper-Personalization
We believe in the power of tailored advice. Our approach involves creating highly personalized investment portfolios designed to meet your specific financial objectives, with zero conflicts of interest.
Data-Driven Investing
Utilizing advanced technology and data analytics, we strive to maximize your returns while managing risks effectively. Our data-driven approach ensures that your investments are optimized for the best possible outcomes.
Our Method
Factor investing across diverse asset classes, including direct equity, mutual funds, bonds, and gold, Fixed deposits, Saving schemes such as PPF, SCSS, and NSC, Pension and annuity schemes, Mutual funds (debt and equity or combination of both), Tax saving strategies, Any suitable investments under AIS (Alternative investment schemes) or in startups This strategy focuses on specific drivers of return to enhance your investment performance.
Performance Tracking
We don’t just help you invest; we stay with you throughout your financial journey. Our team tracks your investments periodically and holds regular meetings to discuss your progress, ensuring that your financial goals are always within reach.
Our Offering
Money Management & Lifestyle Planning
One of the keys to a sound financial strategy is spending less than you earn, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going.
Retirement Planning
Where will your retirement money come from? A sound approach involves taking a close look at your potential retirement-income sources.
Wealth Creation
Building wealth involves creating a balanced and diversified portfolio. Our strategies are designed to help you avoid common pitfalls and achieve financial growth.
Tax Planning
Effective tax management is crucial for optimizing your financial outcomes. We provide strategies to manage and minimize your tax burden, helping you retain more of your earnings.
Estate Planning
Ensuring your wealth is distributed according to your wishes requires effective estate management. We help you create an estate plan that spells out your healthcare wishes preventing prolonged disputes and legal battles.
“Our wisdom elevates your wealth through expert, bespoke advisory services. Clients rely on us to handle vital and deeply personal aspects of their financial well-being with exceptional precision and care”
Prabhanjan Rao
Founder – Elysian Investment advisory services
Co-founder – CFO Optimus
Invest Now
We Know How To Invest Your Money
Sebi Registered Investment advisor
Where Wisdom meets wealth – Our wisdom your wealth
Hyper personalised curated Portfolio basing on risk profile
One step platform - Advise, Execute and Monitor
Transparent Operation
Highest Value for your Money
Testimonials
What People Say About Us
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