A second opinion or one-time portfolio review is nothing but financial health check-up for your portfolio. This plan will help you to analyse your investments or your overall investment strategy, your investment strategy, current risk level in your portfolio, tax efficiency, fund performances, and asset allocation.

Based on the analysis, you can rebalance your portfolio or get investment suggestion from the investment advisors to recover your portfolio from the crisis.

Let’s take a moment and ask the following questions to yourself.

If your answer is “yes” for most of the questions, then you need a second opinion/one-time portfolio review for your portfolio.

1. If you have got a job in abroad or planning to return to the homeland.

2. Whenever changes happen in your financial situation

3. If you are planning to purchase a new investment product

4. If you are not sure about your investment strategy

5. Tax implication

6. If you are not comfortable with the risk level in your investment portfolio

7. If you think, your investment advisor/relationship manager is selling you an investment product instead of giving you a proper investment suggestion you need

8. If you are managing your investments by yourself

9. Whenever the stock market fluctuates abnormally /during the financial crisis

10. At least once in six months

11. If you think how an investment plan can help you to achieve your financial goal

12. If you don’t have time to review your investment portfolio

13. End of every financial year

In our second opinion service/one-time portfolio review, our Certified Financial Planners/Investment Advisors will analyse your overall portfolio. They will give you a clear insight about your investments and its performance, fund suggestion/revamp suggestion if required.

These suggestions will help you to review, rebalance and optimise your portfolio.

Getting a second opinion/one-time portfolio review is an extra mile to grow your wealth. It can help you in any situation

Optimizing our second opinion/one-time portfolio review will help you to achieve your financial goals faster and better. Here are some of the important benefits you will get in our second opinion plan.

We analyse your overall portfolio and every investment plan which include Mutual Fund, ULIP, PPF, insurance plan, and other investment. We will give you a clear insight into the performance of your investments.

We analyse the risk level in your portfolio and will help you to identify whether the present risk level is what you want or not. Also, we will give you a revamp suggestion based on your current risk level. If feasible, we will suggest investment which gives you a similar return with low risk.

Is your investment performing better than the benchmark? Is your investment performing better than the category average?

How your investments have performed? How is it expected to perform? Do we need to change it to make your portfolio recover faster and better?
We will suggest to you how can you optimise your portfolio and rebalance your portfolio.

Getting a second opinion/one-time portfolio review will help you to understand the tax efficiency of your investments. We will analyse your investments and let you know how you can increase the post-tax investment return.

By opting for this service; you will get a second opinion on your portfolio from the experts (financial planners/investment advisors).

It will help you to review, revamp, and rebalance your portfolio during the financial crisis or when it needs.

What is the fee of this second opinion/one-time portfolio review?

Our second opinion / one-time portfolio review fee is just Rs.995 only.

Make use of this chance and grow your portfolio faster and better now!

Click the below link to get the second opinion or one-time portfolio review!