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