1. Stock portfolio Review
2. MF, PMS, AIF Review:
- Fundamental Analysis for portfolio companies.
- Top down and Bottom up analysis of portfolio
- Advise on sector weightage and rebalancing
- Maintaining optimal portfolio diversification as per investment objective and risk profile. Price : Rs. 10,000/-
a) Quantitative analysis of Equity MF;
b) Credit and Duration analysis of Debt MF;
c) Cost/Benefit analysis of PMS and AIF. Price: Rs. 5,000/-
3. Insurance Audit:
a) HLV calculation.
b) IRR calculation of Insurance portfolio.
c) Advising on optimization of insurance portfolio by identifying high expense insurance policies. Rs. 5,000/-
4. Comprehensive Financial Planning:
a) Investment Planning along with review of existing investments,
b) Insurance and Legacy Planning along with Insurance Audit,
c) Retirement and Tax planning. Price : Rs. 15,000/-