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Financial Advisory

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About Diversification Across the Pyramid

Your allocation to each category will be based on a simple test to determine:

  1. Your investment time horizon
  2. Risk profile
  3. Expected return

I will be happy to work with you to design a high performing portfolio based on the factors above. I will be suggesting a portfolio for you and answering your questions over email. Let me know if you need to discuss over the phone or if you prefer a personal meeting when you write in to me.

Note: This is a fee based service. Please write in to me at rajat@sanasecurities.com  before you book an appointment.

Charges: Rs. 899/- | Book Here

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Important Disclosure:  I will not be charging any distribution commission from any of the fund houses. The suggestive portfolio will be based purely on direct investment plans ensuring maximum possible return to you.