Portfolio Review – Written Advisory

Text-based consultation only. No live calls or video calls.

You will receive a detailed, structured written response within 24-48 hours.

What I cover:

• Portfolio review and asset allocation analysis
• Retirement, estate, and tax planning
• Investment strategy across mutual funds, PMS, AIFs, bonds, and structured products
• NRI wealth management and cross-border investment strategies

Why choose this service:

• Clear, actionable advice tailored to your goals
• No pressure, no sales pitch — just independent financial guidance
• Written response you can read, digest, and refer to anytime

Important:

• Please share your current portfolio details and specific questions when you book
• This is educational and guidance-only, not personalized investment advice

Disclaimer: This consultation is for educational and guidance purposes only. I do not provide personalized investment advice. All financial decisions are the sole responsibility of the client.

The 60-minute duration reflects the time I spend researching, analysing, and drafting your personalised written response. You will receive your report within 24-48 hours of booking.