FINANCIAL PLANNING
& PORTFOLIO REVIEW

This service is useful for investors who need an unbiased opinion about their portfolio. We analyze the client's financial goals and create a comprehensive financial plan suitable to the risk profile and risk appetite. The financial plan includes an assessment of current financials, future goals, and required asset allocation (towards debt, equity, real estate, gold) to achieve the financial goals.

Our financial planning process focuses on selecting the right investment products for our clients. During our journey in financial markets, we have realized that many people either underestimate their risk appetite or over-estimate the same. We work with our clients in helping them define their correct risk appetite and thereby selecting the right investment product.

Pricing

Pricing for clients

Comments

Product / Service offering

Portfolio Management Services

There are no additional charges that Tequity levies for Portfolio Management. We add value by helping you select the right fund. The client is free to select the fund of his/her choice.

How it Works?

Get in touch with is through email/ website

Email us the filled portfolio evaluation matrix & payment confirmation

We send you our portfolio evaluation matrix

Make payment for the selected service

Telephonic discussion / Meeting in Mumbai

We provide the comprehensive financial plan as committed

Pricing

Pricing for clients

Buy Now

Product / Service offering

Rs. 5000

Comprehensive Financial Planning

30 min telephonic discussion on portfolio feedback

Rs. 500

CONTACT US

Abhinit Kulkarni: (m) +91 9764 289 714

Location: 602, Uttunga Aradhana, Kasturba Cross Road 1, Opposite Abhyudaya Bank, Carter Road 1, Borivali East, Mumbai 400066

arrow&v

©Tequity Investing

  • Black YouTube Icon
  • Black Twitter Icon
  • Black Blogger Icon