Customized Wealth Plan (NA)
- Risk Type : Low to High Risk (Personalized to Your Financial Goals)
Service Features :
- Customized wealth creation strategy tailored to your financial goals, timelines, and risk preferences.
- Expert guidance on building a diversified portfolio across **mutual funds**, **stocks**, **bonds**, and **alternative investments**.
- Portfolio rebalancing as per market fluctuations and personal life changes (e.g., marriage, retirement, education).
- Guidance on **tax optimization** and **estate planning** to maximize returns and minimize liabilities.
- Regular **performance tracking** with detailed reports sent via email or phone consultations.
- Annual strategy reviews and **performance assessments** to adjust for any changes in financial goals.
- Access to exclusive **market insights**, **investment tips**, and **economic reports** delivered regularly.
Medium of Calls :
- Consultations via **video calls**, **phone calls**, and **personal meetings** (for premium clients).
- Monthly **email updates** and **webinars** on investment strategies and market trends.
Sample Plan :
- SIP Plan: Invest ₹15,000 per month in a mixed asset portfolio for 8 years, with an expected annual return of 10%.
- Asset Allocation Strategy: 50% in Equities, 30% in Fixed Income, 15% in Real Estate, 5% in Commodities.
