In this session, I will closely review your mutual fund portfolio, set financial goals and strategies to achieve them.<ol><li>Conversion from Regular Funds to Direct Funds</li><li>Comprehensive Buy/Sell/Hold Advice</li><li>In-depth Analysis of Your Portfolio Compared to Index</li><li>Will show Historical Data Analysis to Validate Fund Performance</li><li>Personalized Risk Assessment and Management</li><li>Diversification Strategies to Optimize Returns</li><li>Tax-Efficient Investment Planning</li><li>Education on Market Trends and Their Impact on Your Investments</li></ol>

Make informed and confident investment decisions.

Mutual Fund Portfolio Review

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Bookings

iNVESTT.in - Finding Best Mutual Funds

Join our exclusive 7-day course designed to help you master the art of mutual fund selection and identify top-performing mutual funds. This one-on-one session runs from Monday to Sunday, 7 PM - 8:30 PM, offering a comprehensive deep dive into everything related to mutual funds. In this personalized course, you will:<ul><li>Gain a thorough understanding of mutual funds and their various types.</li><li>Learn how to analyze historical patterns to predict future performance.</li><li>Discover the behaviors of different mutual funds and what drives their performance.</li><li>Understand why average returns can be misleading and how to interpret fund data correctly.</li><li>Explore strategies for converting from Regular Funds to Direct Funds.</li><li>Understand why fund manager is not the main parameter in mutual fund selection</li><li>Access historical data to make confident investment decisions.</li><li>Know when to sell a mutual fund</li></ul> By the end of this course, you will have gained every piece of knowledge I have on mutual funds in just 7 days. With this expertise, you can start your own business or launch a successful YouTube channel, sharing your insights and helping others achieve their financial goals.

7 Days Mutual Fund Selection Mentorship Program

Are you worried about making the wrong investment decisions and losing your money? Do you wish there was a simpler, easier way to Plan, Track &amp; invest for your goals automatically? What is Covered :<ol><li>Goal Planning</li><li>Income and Expense Cashflow management</li><li>Insurance Review and planning</li><li>Direct Mutual Fund Recommendation</li><li>Fixed assetes review</li><li>Assigning goals to investments to check the progress</li><li>Custom login to check your finance planning , valid for 1 year</li><li>Detailed analysis of your profile</li></ol> What is Not covered :<ol><li>Stock Portfolio Review</li><li>Exisiting Mutual fund Review</li><li>Real Estate Review</li><li>Crypto currency review</li><li>RIETS (Optional, depending on property)</li></ol>

Achieve your goals faster with Direct Mutual funds

Comprehensive Financial Planning

<ol><li>Do you want to invest only in direct mutual funds? </li><li>Do you want to invest in high-potential funds from the ocean of funds? </li><li>Do you want to achieve your financial goals on time or sooner? </li><li>Do you want to beat the market returns with low-cost funds? </li><li>Do you not want to rely on star ratings? </li><li>Do you want to sell your mutual funds at the right time?</li></ol> This call will answer all the quries on mutual funds. Doesnot cover Portfolio Review.

Invest in RIght mutual funds as per your risk profile

Direct Mutual Fund Advice

To ensure we provide you with the most accurate and detailed insights, we kindly request booking the appointment at least two days after payment. This timeframe allows us to thoroughly analyze your portfolio and provide you with comprehensive recommendations. <ul><li>Get expert guidance on Sell / Hold your exisiting mutual funds tailored to your financial goals and risk tolerance.</li><li>Benefit from our experienced advisors' knowledge and insights on market trends and investment strategies.</li><li>Make informed investment decisions and optimize your returns with our one-to-one advisory services.</li></ul> Please note that our services do not include new fund advice. We focus on reviewing your current holdings and offering Hold/Sell guidance on your existing investments.

Review your exisitng portfolio with Experts

Sell / Hold Portfolio Review in 60 Minutes

<ol><li>The fee is Refunded Only on subscribing to Our Services.</li><li>No advice will be Covered in this call.</li><li>Stocks, Crypto, Real Estate are not covered under this plan</li><li>Fee will not be refunded if you don't subscribe to our services.</li></ol> During your one-to-one call, our expert advisors will understand your financial goals, risk appetite, and investment preferences. They will then tailor personalized suggestions to suit your unique needs. Please note that this appointment plan is specifically for booking a consultation and does not include investment advice. For comprehensive advice and ongoing support, we encourage you to explore our subscription services.

Mutual Fund Consultation. No advices included

Direct Mutual Fund Appoinment

Selecting the right insurance is overwhelming, but iNVESTT helps you get the right plan at an affordable price.

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I am Gopi Krishna a SEBI Registered Research Analyst - INH000010858.
I help individuals invest in Best performing Direct Mutual funds to get higher returns and acheiev their goals fast.

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