Portfolio Strategy Review with Akshath Naik

Akshath Ashok Naik

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Portfolio Strategy Review

Portfolio Manager & Fund Founder

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$100
30 mins
Video Meeting

About this session

I'll review your current US/India equities holdings and asset allocation, flag concentration or risk issues, and suggest how to structure the portfolio around your goals and timeline. Useful before a big allocation decision or after a major life or income change.