Personal Wealth & Portfolio Review

A 60-minute deep dive across your full balance sheet — mutual funds, equities, FDs, EPF/NPS, real estate, ESOPs, gold and unlisted holdings. We will:

• Map your current asset allocation against your goals and time horizon

• Stress-test concentration, liquidity and tax efficiency

• Identify product overlaps, drag and unnecessary fees

• Build a simple, low-maintenance investment framework

• Prioritise next 3 actions you should take this quarter

For mid-career professionals, founders and senior employees who want a second opinion from someone with no product to sell.