Existing Portfolio Review
- Detailed Portfolio Comparision Vs Nifty 500 TRI
- Portfolio Overlap Analysis
- Hold, or Sell Advice on Underperforming Funds
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Model Portfolio Appointment
45 mins | One to one call | Detailed pros and cons on Mutual funds | Understanding Model Portfolios
Exisiting Mutual FUnd Portfolio Review
Understand your Portfolio performance vs Nifty 500 Index and Solve your Portfolio Underperformance.
Comprehensive Financial Planning
120 minutes One to One session | Comprehesnive Financial Planning | Goal Planning.
Lumpsum Advice Appointment
- Understand How Model Portfolio works
- Get Detailed Information on How We Select
- Mutual Funds to Outperform Index.