Wealth Creation Plan (NA)
- Risk Type : Moderate Risk (Long-Term Wealth Building)
Service Features :
- Systematic approach to wealth creation through **diversified investments** in equities, mutual funds, and fixed-income instruments.
- Tailored **investment strategies** based on risk tolerance, goals, and time horizon.
- Regular **portfolio reviews** to ensure that the wealth creation plan is on track.
- Focus on **asset allocation**, ensuring a balanced exposure to equities, debt, and commodities.
- Guidance on building wealth through **SIP** (Systematic Investment Plan) for disciplined and consistent growth.
- Strategic **rebalancing** of portfolio in line with market changes and individual objectives.
- **Regular market analysis** and **economic updates** to align investment strategies with changing conditions.
Medium of Calls :
- Consultation and portfolio review via **email**, **phone calls**, and **personal meetings** (for HNI clients).
- Regular updates via **email newsletters** about market trends and investment opportunities.
Sample Plan :
- SIP Plan: Invest ₹20,000 per month in a diversified mutual fund portfolio for 10 years, targeting 12% annual return.
- Long-Term Asset Allocation: 60% in Equities, 30% in Fixed Income, 10% in Gold.
