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Home Portfolio Advisory Service
Long term investing requires thorough understanding of various investment products. You should use the service of a good SEBI Registered Investment Advisor to get your portfolio planned. Based on your GOALS, I will help you create a portfolio across Stocks, Mutual Funds, PMS Schemes, Bonds and other Financial Assets. Please get in touch with me as suggested below:
 
Before Subscribing, please check my availability by writing in at [email protected] or you can call at 011 41517061. Please note that I can only do limited number of portfolio reviews.
 


Portfolio Advisory Service 

To discuss portfolio management on an an ongoing basis, please subscribe below to schedule a consultation session.

 

Minimum Portfolio Size: Rs. 50 Lakhs

 

Plan A   Plan B*

2% Management Fee p.a. Charged at 0.50% on NAV per quarter.

 

(charged at the end of every quarter).

 

Zero Management Fee

 

Performance Fee

20% share of Profit.

(charged at the end of every financial year).

 

* For Plan B, Advance Fee of Rs. 1,00,000 will be charged upfront in Year 1. Adjusted against profits.

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