I have been associated with the financial Industry for more than 8 years and have successfully helped over 500 customers, including High Net Worth Individuals and NRIs, to manage their assets. It is important to have right financial planning and right asset allocation as that is the to any investment, Financial Planning and Portfolio Evaluation are the two core services offered by me.
As a Financial Planner I partner with you to help prepare a customized financial Plan to achieve your short term and long term goals. Financial Planning will include the following:
- Retirement Planning
- Child Education and Marriage Planning
- Contingency Fund Planning
- Tax Planning
- Vacation Planning
- Asset Allocation
- Philanthropy Planning
Financial Planning is a three step process of Data Collection, Financial Plan Construction and Execution followed by Post-Planning Support.
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While most of us invest in various Instruments we overlook evaluating our portfolio at regular Intervals. It is very important to know whether our portfolio meets our Investment Objectives and are the investments well diversified or are there any hidden risks involved.
Our portfolio of investments represents our hard earned money and has many life goals linked to it. While we may have built the portfolio over a period of time, it is important to align it regularly to our own objectives. I also advice on portfolio diversification to mitigate the investment risks. Our Expert Analysis will provide you with an unbiased evaluation of the performance of your portfolio and guide you on the future course of action.
As part of the Service your portfolio will be analyzed on the following parameters:
- Asset Allocation vis-à-vis risk profile
- Historical return of the portfolio
- Overall Cost Incurred Year-on-Year
- Risk (Standard Deviation) and Returns of the Portfolio based on historical returns
- Portfolio diversification
- View of the Investments in the Portfolio