Citrus Advisors
We are a SEBI registered Investment Advisor (Registration No: INA000016348)
We provide Investment Advisory and Portfolio management services to our clients across different asset classes viz, Equities, Mutual Funds (Equity and Debt) and Fixed Income Products.
Going forward, we will be providing all advisory services – Taxation, Financial Planning, Differentiated Equity Portfolio Strategies, Multi-asset portfolios, Private Equity and International Equities

Why Invest with Citrus ?

We are led by an experienced Fund Manager with over 3 decades of experience in the Asset Management Industry
The Team has excellent credentials and works closely with him. Click here to meet our team
We distinguish ourselves by the quality of our processes which ensures that you create wealth by superior stock and mutual fund selection.
We give equal importance to the return potential as well as the risk associated with the stocks in the portfolio.

Investment Philosophy

For detailed note – click here

How does it work?

What do Investors need to have?

An active demat & trading account
Documents Required
PAN Card
Aadhar card
Passport size photo
Details Required
Email Id
Mobile No
Annual Income
Father’s Name
Mother’s Name
Nominee Details
Place of Birth

Our Strategies