Portfolio Advisory | Financial Planning | Loan ServicingBased on your investor profile, including your risk tolerance, time horizon, and investment goals, a model portfolio of mutual funds, sectoral Equities and derivatives will be suggested and actively reviewedInvestment Strategy: Our team has registered investment advisers to help you. We work to understand your investment strategy. We would review if your portfolio is in line with your risk tolerance or not. Based on that, we help you build or churn your portfolio to reach your goal. Over time, your investments will be actively monitored and adjusted with the goal of taking advantage of upside market activity while seeking to minimize downside risk. Based on your account type, we do a weekly, monthly or quarterly investment review of your portfolioWhat's the minimum investment we would like to review? Any portfolio with INR 50,000 or more of AUMGross annual Advisory fee: 1% of AUMAbout Financial PlanningFinancial planning is the process of meeting your life goals through proper management of your finances. Life goals can be anything varying from buying a home, a car, saving for your child's education, or planning for retirement.Financial planning allows you to understand how each financial decision you make affects other areas of your finances. For example, buying a particular investment product might help you pay off your loans faster or it might delay your retirement significantly. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track.