Investment Planning is all about optimizing portfolio returns in all economic / market condition with the help of Strategic Asset Allocation.Asset Allocation is a tool designed to maximize the return on your portfolio while offset any losses in one class with gain in another and thus reduce the overall risk of the portfolio.It involves structuring a diversified portfolio from this assest class – Equity, Debt, Gold and Cash etc, based on your income and growth needs and your risk tolerance.
What You Get
- Investment Risk Profile Assessment
- Designing Investment Policy
- Exiting Investment Analysis
- Investment Portfolio Setup
- Monthly Portfolio Report (If Required)
- Quarterly Portfolio Review & Advise
- Annual Plan Renewal
- Online Portfolio Access
What You Pay
Rs. 5000 annually for designing investment policy and portfolio setup.