AI Advisor

Plenitude AI - Your personal financial advisor

Plenitude AI Financial Advisor

Hi there! 👋 I'm the Plenitude AI Assistant. How can I help you with your investments and wealth management today?
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Wealth Management & Algo Trading

Smart Investing.

From powerful Algo Trading to complete Wealth Management. We help you manage your wealth — intelligently.

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AUM Managed
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Client Retention

Project Your Wealth

Visualize the power of compounding. Adjust the sliders to see how small monthly investments can turn into a significant corpus.

10,000
₹1K ₹1L
12 %
5% 30%
10 Years
1 Yr 40 Yrs
Invested Amount 0
Est. Returns + ₹ 0
Total Value 0
Start this Investment

⚬ This calculator is for illustration purposes only. Actual returns may vary based on market conditions.

Financial Power Tools

Interactive calculators to plan every aspect of your financial journey.

Goal-Based SIP Planner

Set your financial goal and see what monthly SIP you need.

50,00,000
₹1L₹5Cr
12%
5%25%
10 Years
1 Yr30 Yrs
Target Goal 0
Monthly SIP Required 0
Total Investment 0
Wealth Gained + ₹ 0
Start This Goal

Lumpsum Investment Calculator

See how a one-time investment grows over time.

5,00,000
12%
10 Years
Invested 0
Est. Returns + ₹ 0
Total Value 0
Invest Now

EMI Calculator

Plan your loan repayments with precision.

25,00,000
8.5%
20 Years
Monthly EMI 0
Principal Amount 0
Total Interest 0
Total Payment 0

Risk Profile Assessment

Answer 5 questions to discover your ideal investment style.

1. What is your investment horizon?

Less than 3 years
3 to 7 years
7+ years

2. If your portfolio drops 20%, you would:

Sell immediately
Wait & watch
Buy more

3. Your primary investment goal is:

Capital preservation
Steady growth
Maximum returns

4. What percentage of income can you invest?

Less than 10%
10% - 30%
More than 30%

5. Experience with equity markets?

None / Beginner
Intermediate
Expert

Our Expertise

Comprehensive financial solutions ranging from advanced algorithmic trading to long-term wealth creation.

Algo Trading

High-frequency, automated trading strategies powered by advanced algorithms for maximum efficiency and speed.

  • Rule-Based Execution
  • Zero Emotion Trading

Stock Market & Advisory

Expert-led equity advisory for short-term trading and long-term wealth creation in Indian share markets.

  • Technical Analysis
  • Fundamental Picks

Mutual Funds

Data-backed fund selection tailored to your financial goals, risk appetite, and investment horizon.

  • SIP & Lumpsum
  • Portfolio Rebalancing

Portfolio Mgmt

Holistic restructuring of existing investments to improve efficiency, reduce costs, and enhance returns.

  • Asset Allocation
  • Consolidated View

Retirement Planning

Strategic corpus building to ensure your post-retirement life is financially secure and independent.

  • Inflation Adjusted
  • Legacy Planning

Financial Planning

Complete roadmap creation covering insurance, tax planning, and future financial goals.

  • 360° Assessment
  • Goal Mapping

Our Methodology

A disciplined four-step process to ensure your financial success.

01

Discovery

We begin by understanding your current financial health, future goals, and risk tolerance.

02

Strategy

Our experts design a personalized asset allocation plan tailored to your unique needs.

03

Execution

We implement the strategy using best-in-class financial instruments and seamless digital tools.

04

Monitoring

Continuous portfolio tracking and periodic rebalancing to ensure you stay on course.

Client Success Stories

See what our clients have to say about their journey to financial freedom.

Disclaimer: Testimonials reflect individual experiences and may not represent the experience of all investors. Past performance or results do not guarantee future outcomes. Investment decisions should be based on individual due diligence.

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What Our Clients Say on Google

Real reviews from verified clients on Google.

Why Choose
Plenitude Connect?

In a complex financial landscape, we serve as your fiduciary partner. We don't just sell products; we engineer financial peace of mind.

Client-Centric

Your interests always come first. No hidden agendas.

Expertise

Backed by decades of experience in capital markets.

★★★★★

"Plenitude Connect transformed our family's approach to savings. Their advice on mutual funds helped us fund our daughter's education without financial stress."

B.L Sharma, President, Greenlam Industries
★★★★★

"I appreciate their transparent approach. They took the time to review my old portfolio and restructured it completely."

Abhay Shah, Managing Director P.G Foils

Frequently Asked Questions

What is the minimum investment required?
For Mutual Funds via SIP, you can start with as little as ₹500/month. For Portfolio Management Services (PMS), the minimum regulatory requirement is ₹50 Lakhs. We tailor our advice based on your capacity.
How do you charge for your services?
We believe in transparency. For Mutual Fund distribution, we may earn a small commission from the fund house (included in the expense ratio). For detailed financial planning and advisory, we charge a flat fee which will be discussed upfront before engagement.
Can I track my portfolio online?
Absolutely. All our clients get access to the Plenitude mobile app and web portal where you can track your portfolio performance, transaction history, and capital gains reports 24/7.
Are my investments safe?
Yes. We are a regulated entity. Your investments are held directly with the Mutual Fund companies or in your own Demat account (CDSL/NSDL). We act as the advisor/distributor; we do not hold your money.
Book a Free Consultation

Let's Grow Your Wealth.

Schedule a complimentary portfolio review. Our experts will craft a personalized wealth strategy just for you.

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⚠ Risk Disclosure: Investments in Mutual Funds, Stocks and Algorithmic Trading involve risk. Returns are not guaranteed and capital may be at risk.