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Investment Planning


Investment Planning is all about optimizing portfolio returns in all economic / market conditions with the help of Strategic Asset Allocation and your risk tolerance


This method establishes and adheres to a Base Policy Mix - a proportional combination of assets based on expected rates of return for each asset class.

For example, if stocks have historically returned 20% per year and bonds have returned 8% per year, a mix of 50% stocks and 50% bonds would be expected to return 14% per year.

What you Get

  • Investment Risk Profile Assessment
  • Designing Investment Policy
  • Existing Investment Analysis
  • Investment Portfolio Setup
  • Monthly Portfolio Reports
  • Half Yearly Portfolio Review & Advice
  • Annual Plan Renewal
  • Online Portfolio Access

What you Pay

  • Rs. 10,000 upfront for Designing Investment Policy
  • Rs. 10,000 Yearly Billing for Annual Review & Monitoring.

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Latest testimonial

It's a pleasure to get associated with Life N Legacy Financials. Extraordinary Service & Quality Planning.

Rajib Datta
Deputy Manager, Zydus Cadila
Contact Us
  • Address:
    Office No. 122,
    1st Floor, Sky Lark Building,
    Plot No. 63, Sector 11,
    CBD Belapur, Navi Mumbai, Pin: 400614.
  • Phone: +91 7208810886
  • Email:
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