Services
Services offered
Financial Planning
What is a financial plan?
A financial plan is a comprehensive evaluation of an individual’s income, expenses, and future financial state.
Steps of Financial planning-
- Establishing goals
- Evaluating risk tolerance and providing appropriate asset allocation
I provide simplified Financial Solutions which involve offering the right blend of well-researched products, across various asset classes to help meet your financial goals.
I will ensure that you understand the recommended products thoroughly and will guide you throughout your journey of financial well-being.
Investment Management
What is investment management?
Investment management is the professional management of various securities to meet specified investment goals for the benefit of investors.
Steps of Investment Management-
- Design portfolio
- Execution of recommendation
- Regular portfolio reviews
I will help you select the right product to suit your specific needs and develop a suitable investment strategy to meet all your financial goals.
The various investment avenues covered under my advisory are; Mutual Funds, Equity/PMS, REITs, Corporate Bonds, Corporate Fixed Deposits, NCDs, Preference Shares, Insurance (life & general), and other structured products.
3. Investment Execution and Reporting
Execution through MF Utilities (MFU) – MF Utilities India Pvt Ltd (MFUI) has developed the Portal, MF Utility (MFU), which operates as a “Transaction Aggregating System” for transactions in Mutual Funds. This secure execution platform provides a seamless experience to my clients and enables me to onboard clients virtually through a paperless administrative process.
Portfolio Reporting Investwell – Tied up with Investwell Software which has been in existence since 2000 and is a synonym in financial advisory industry. This gives convenience to our esteemed customers to login and view their portfolio anytime from anywhere.
Website InvestWell | No. 1 Software For Mutual Fund Distributors and RIA’s In India (investwellonline.com).
Disclaimer:
“Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors”