Investment Planning

Creating all weather investment portfolios

About

Investment Planning is all about optimizing portfolio returns in all economic / market conditions with the help of Strategic Asset Allocation.

Asset allocation is a tool designed to maximize the return on your portfolio while offset any losses in one class with gains in another, and thus reduce the overall risk of the portfolio.

It involves structuring a diversified portfolio from these broad asset classes – Equity, Debt, Gold and Cash etc –based on your income and growth needs and your risk tolerance.

What you get

  • Investment Risk Profile Assessment
  • Designing Investment Policy
  • Existing Investment Analysis
  • Investment Portfolio Setup
  • Monthly Portfolio Reports
  • Quarterly Portfolio Review & Avise
  • Annual Plan Renewal
  • Online Portfolio Access

What you pay

Rs.5000 annully for designing Investment Policy and Portfolio Setup.

Quarterly review will be charged higher of Rs.2,500 with a upper cap of Rs.10,000.