Services
Package . 4 products
Complete Financial Guidance
Tax Planning Consultation
Video Meeting
1
Insurance Advisory (Health & Term Insurance)
Video Meeting
1
Equity Portfolio Advisory
Digital Product
1
Equity Portfolio Review
Video Meeting
1
Video meeting . 60 mins
Equity Portfolio Review
One time Portfolio Review for a Detailed Analysis.
Video meeting . 60 mins
Video meeting . 60 mins
Digital Product
Video meeting . 60 mins
Video meeting . 10 mins
Priority DM . a day reply
About me
A CFA Charterholder (CFA Institute, USA) and a business graduate from Christ University, Bangalore.
Deepak, in his previous roles has worked as a banker and as an analyst for an investment advisory firm. He brings in an experience of more than 10 years wherein he has invested in the same set of stocks/funds, he has advised to retail/HNI clients.
A great admirer of Peter Lynch and Warren Buffet, he has found his calling for buying growth stocks trading at reasonable valuations.
Deepak also focuses on the behavioral aspect of the market and advocates consistent buying to create long term wealth in the stock market.