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Package . 4 products

Complete Financial Guidance

Tax Planning Consultation
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1
Insurance Advisory (Health & Term Insurance)
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1
Equity Portfolio Advisory
Digital Product
1
Equity Portfolio Review
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1
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Video meeting . 60 mins

Equity Portfolio Review

One time Portfolio Review for a Detailed Analysis.
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Video meeting . 60 mins
3,2996,299
Video meeting . 60 mins
10,29920,299
Digital Product
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Video meeting . 10 mins
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Priority DM . a day reply
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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.