Our Investment Planning services begins with a comprehensive review of your current wealth based on your investment objectives, future aspirations and risk profile. We suggest optimal re-allocation of your portfolio to address your current objectives as well as to benefit from new opportunities when they arise.
Our Investment Planning services includes:
1. Assess the risk taking ability and willingness of the prospective customer.
2. Understand customer’s current investments across debt, equity, realty, PMS, structured products and other asset classes.
3. Recommend an asset allocation suitable to customer needs.
4. Recommend specific mutual fund schemes, real estate investments etc.
5. Execute the transactions from time to time.
6. Provide periodic updates on portfolio performance and conduct portfolio re-balancing as required.
7. Recommend changes in mutual fund schemes where the performance is not up to the mark.
8. Suggest investment themes and ideas from time to time – covering sectors, new fund offers, asset classes.