Financial security for tomorrow requires that you make profitable investment decisions today.
Our investment asset allocation advisory package will show you how to choose different asset classes like a veteran. We will give you the suggestion on in which asset (debt, equity, gold, real estate) should be allocated with reference to whether you are looking to make money now or over the long term.
In our Investment Asset Allocation Advisory Service, we provide
- Existing Portfolio Asset Mix Analysis
- Strategy for diversification
- Strategy for balancing risk and returns
- Portfolio Rebalancing
- Analyse and provide tax impact on capital gains
We study all your existing investment asset mix and find out, to what extent, these investment asset mix will support your financial goals.
Our Investment Asset Allocation Advisory Service Fee is just Rs. 7,500.
Though the package is not complete and comprehensive like our Financial Planning Service,
- We will assist you to take better investment asset allocation by handholding you in making you understand the risk and return associated with each investment asset.
- We will be accessible and responsive within 48 hrs
- Reviewing and Rebalancing investment allocation periodically
- Newsletters will be circulated periodically
- Exclusive webinar with financial experts on every month.