The same applies to our Investment Portfolio.
“Learn from yesterday, live for today, hope for tomorrow. The important thing is not to stop questioning.” -Albert Einstein
As an Investor, you must constantly question what could be made better in your investment portfolio.
You should review your plans to make it foolproof!
That’s why we at Holistic Investment Planners offer second opinion or one-time portfolio review.
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.
- Are you taking more risk than you have planned?
- Could it be doing better if you switch your investment?
- Are you missing any new opportunities?
- Is your portfolio last as long as you need it to?
- Are you aware of the current outlook for your investment portfolio?
- Is the risk level suitable for you?
- Do you think…your portfolio needs some adjustments that should you make?
- Is your portfolio meeting your needs?
- Are you comfortable with your current investment risk in your portfolio?
If your answer is “yes” for most of the questions, then you need a second opinion/one-time portfolio review for your portfolio.
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
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
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.
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!
FAQ:[toggle title=’1. Can anyone get this plan?’]Any investor can get this second opinion or one-time portfolio service. We do analysis based on your requirement.[/toggle] [toggle title=’2. How much will it cost?’]Our second opinion/one-time portfolio review will cost Rs. 995 (no additional charges) for a single time.[/toggle] [toggle title=’3. Who will review my portfolio?’]Our Certified Financial Planners/Experienced Investment Advisors will review your investment portfolio directly.[/toggle] [toggle title=’4. Should I opt for this plan only on crucial times or anytime?’]No. You can opt for this plan when you require.[/toggle] [toggle title=’5. Will my investment details secured with you?’]Yes. Your investment details will be secured with us.[/toggle]
If you have any more queries please contact our Business Development Executive.
Call or WhatsApp to +919840764541