Get your existing Mutual fund Portfolio reviewed

Do you have any Mutual Funds in your portfolio that are underperforming or unsuitable in some ways?
Perhaps they were suggested by someone who failed to make proper recommendations, or, maybe your goals have changed and your portfolio needs updating.
We assess Mutual fund portfolios with reference to proximity of your financial goals and, if need be, advise corrective measures based on your risk profile and portfolio performance.

If looking for such services, we are just a call away.

Attend our Group Workshop on Personal finance

This 120-minute Knowledge sharing session enhances your money management skills and helps discover how to -

Assess your Net-worth

Build an Emergency corpus

Set Financial Goals

Avoid expensive mistakes while buying Life Insurance

Understand Asset classes like Equity, Debt etc.

Debunk Mutual fund myths

Create Mutual fund portfolios suitable to your financial goals

Master your financial life towards wealth achievement

i.e. In these two hours you learn how to simplify your money life and invest the smarter way to achieve your financial goals.

Sample enclosed –

Recover your lost / bad debts

We are empanelled with Share Samadhan Pvt Ltd – one of the prominent names in Investment Recovery Advisory, managed by qualified CAs and seasoned lawyers operating in the niche area of Unclaimed Investments.

https://sharesamadhan.com/

This extends our services beyond end-to-end Mutual fund portfolio management to assist you recover lost, blocked, forgotten or scattered investments and bad debts pertaining to any asset class like -

Inoperative Bank Accounts, Fixed Deposits

Recovery of Provident fund - EPF / PPF / GPF / NSC / KVP

Old Shares / Debentures / Bonds

Mutual funds

Unclaimed matured Life Insurance policies etc.