1:1 Consultancy | Portfolio building/rearrangement

This Service is for premium clients who want to create the best investment portfolio (fresh or existing) for their personalized needs and risk taking capability.

I will understand your needs , expectations , holding period and risk appetite. Accordingly build / re balance your stock portfolio.

We will have a one on one personalized session to discuss.

If you already holding some existing stocks in your portfolio . I will go through your entire portfolio to understand each stock prospective.

I will tell you which stock to hold / exit / buy more / partial exit.

I will re balance your portfolio to create best potential returns according to your risk appetite.

I will provide entry / target /exit for each stock.

If you want to build fresh investments . I will understand your needs , expectations , holding period and risk appetite. Accordingly I will help you in building a new portfolio of stocks personalized for you.

I will provide entry / target /exit for each stock.

You can ask anything related to stock market in this session.