Do you rely on newspapers or social media for your mutual fund advice? It could be biased, simply wrong and not in your best interest. Talk to an expert and align your portfolio with your goals like retirement, child's education, buying a house etc.
The review will give you clear recommendations on which funds to buy, which ones to sell and how much to invest on a monthly basis.Get My Portfolio Review
Answer some easy questions about your family's finances, future goals like child's education, buying a house etc. Your current portfolio and ongoing SIPs.
You’re bound to have questions. Our experienced advisors will make sure everything makes sense and you feel good about your portfolio.
You’ll know exactly the fund names and how much to invest on a monthly basis so that you achieve your goals. You can talk to the advisor again if you have questions
Since there are no commissions involved, the advice will be unbiased and 100% in your best interest.
The portfolio review will cost you Rs 7000 (inclusive of taxes).Get Your Portfolio Review
Here are the answers to some questions we’re frequently asked by people.