Investment Advisory


Need for Investment Advisory:

Everyone needs to save for a rainy day. Once you have saved enough to take care of emergencies, you should start thinking about investing and making your money grow. We can help you in planning your investments so that you can reap adequate benefits and achieve your financial goals.

The objective of the Investment Advisory services is to help you to plan for your financial goals. The services covered under Investment Advisory are shown in the chart below.

We first assess investor’s risk profile and recommend asset allocation. We list down investor’s financial goals in consultation with him / her and prioritize them. We recommend suitable instruments as per investor’s risk profile. Once investor’s Investment Advice is ready, we explain it to him / her which would help the investor in execution of the advice.

We also conduct a review of investor’s Investment Advice and portfolio rebalancing as per need basis.

Who needs Investment Advice?

Investment Advice is necessary for everyone who wishes to achieve financial goals. You have to invest your limited resources to avail the risk-adjusted benefit out of them. You need to plan your investments to fulfil major needs like:

  • Creating wealth over the long term
  • Acquiring assets like a dream house or a dream car
  • Fulfilling your need for financial security

Thus, Investment Advisory helps an investor in a holistic manner to meet his / her life's goals.