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ADVAIT Wealth Monitor - Detailed Portfolio Review

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About me

I guide Business Owners, Corporate Professionals, HNI’s, UHNI’s, Non Resident Indians, Students & Family Offices across Bharat & Globe to invest in Equity, Fixed Income, Real Estate, Gold & Global Equity through Mutual Funds — with a deep focus on research & strategic planning. Providing ~ ✅Diversified Portfolios ✅Research Backed Mutual Fund Advisory - using our in house developed “30+ Screening Parameter”. No noise, just quality. ✅Wealth Baskets for Goal Based Investments End to End solutions, from onboarding, to compliance & managing. Tech savvy, data driven & client centric management. An avid Reader & Writer. Political Commentator. Geopolitical Observer. Reading interests — Finance, International Relations, Public Policy & Spirituality. Deeply rooted in Bharatiya Culture. Nationalist | Public Speaker