Portfolio/Asset Allocation Review

Viral Shah

profile
5
Portfolio/Asset Allocation Review
profile
₹150₹180
30 mins
Portfolio Review

The price of this consultation call is kept at a bare minimum to ensure only serious people book it. The idea is not to generate revenue but to truly help serious individuals with their finances.


In this session, I help you to review your mutual fund portfolio, suggest better asset allocation plan and mutual funds if required!


We will be discussing the following aspects:

  1. Ideas on Asset Allocation
  2. Selection of Mutual Funds
  3. Review of your current Mutual Fund investment


We will not be discussing the following aspects:

  1. Review of your stock investment portfolio


I will also add you to my WhatsApp Broadcast Group, where I share market updates, when to top up SIP, any sectoral opportunities, and good dividend opportunities!


Please fill out the Google Form, as I will require basic details before going on a call! It would be compulsory before going on a call!


Link: https://forms.gle/zSrH8Tqqya2ga2jK6

Testimonials

Terms | Privacy