Description

Portfolio & Investment Planning Dream, diversify and never miss an angle. Don’t put all your eggs in one basket, be it in life or investments! Plan will be provided with diversification, compounding benefit with rupee cost averaging. 1. We will analyze your current financial position and how well it supports your goals and objectives. We will help you Priorities Your Goals as per Risk appetite. Low, Medium, High, Very High 2. We will Recommend an investment strategy designed to help you towards achieving your goals. 3. Monitor portfolio performance and suggest appropriate adjustments as per Market scenario. 4. Regularly review your plan and changing strategies to achieve final goals WITH DIVERSIFICATION 5. Recommendation about ways of Investment in Mutual fund via Lumpsum or SIP or STP or SWP or Top up SIPs as per customized requirements of Investor 6. We will recommend you products for investment which can beat inflation to make best value out of your money invested. Do you need financial plan? Yes – if you have an income, a family or planning to have one in the future, retirement dreams, and for many other financial reasons / goals that are unique to you. No one can predict the future but one can certainly be better prepared for it. An effective financial plan will make sure that you are financially prepared to deal with the unexpected events and stormy times. If you don't have one, you're more likely to end up in a financial mess. On the contrary, if you have one and the recommendations thereon have been executed, most of your financial goals will be satisfactorily met. A good financial plan can alert you to changes that must be made to make sure a smooth transition through life's financial phases, such as decreasing spending or changing asset allocation.