Goal Based Investment Plan
₹ 35,000.00
- Risk Profiling
- Review of existing assets and liabilities
- Counselling for removing unproductive assets
- Assessment of Financial Goals ( retirement, child education, housing etc)
- Prioritization of Financial Goals
- Goal Affordability
- Goal-based Investment Advice
- Customized Asset Allocation
- Detailed Investment Plan (including mutual funds)
- Investment in Mutual Fund Direct Plans
- Consultation for 1 year
- Mode of Delivery: E-mail
- Estimated Delivery Time: 3-4 weeks