ADVAIT Wealth Monitor - Detailed Portfolio Review

Yash Sohanda

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ADVAIT Wealth Monitor - Detailed Portfolio Review
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₹599
120 mins

Its time to take control of your investments!

Is your Mutual Fund Portfolio really beating the benchmark? or Are you taking unwanted extra risk bcz your advisor had more commissions? or Are you looking to identify the gaps and improve the quality your investments? - Here's ADAVIT Wealth Monitor Service

(Because your investments deserve an Annual Checkup Too!)


You get:

Live 1:1 video call, where

  1. I explain you your portfolio in detail - complex data points in simple words
  2. Answer & Clear each and every Question or Doubt you have
  3. Give you an honest & an actionable recommendation on how we can improve your portfolio


Detailed PDF Report with:

  1. Identifying which funds are not suitable for your portfolio
  2. Cost Analysis (are you overpaying? or Losing real value? or How to earn more by cutting costs?)
  3. Performance vs Benchmark & Peers
  4. Portfolio Overlap?* are you investing in same stocks with different funds
  5. Identifying those Underperforming Funds
  6. Identifying High Risk Funds (SD, Beta, Sharpe, Sortino, R2 etc explained simply)
  7. Checking your Asset Allocation, Industry, Sector & Category Mix
  8. Suggesting an Optimal Asset Mix for your money
  9. Advising which funds you can continue to Hold, Change or Exit (with explanation)
  10. Honest, Unbiased & Data backed Recommendation on How you can improve your investments


Perfect For:

  1. Investors who want clear, unbiased insights to improve their Mutual Fund Portfolio
  2. Busy Individuals who want a second opinion from an expert
  3. Professionals & Families who have grown a corpus but are not sure if its on a right track for their goals


Aftercare:

  1. WhatsApp/Call support for any doubts
  2. One FREE Follow Up Review of your Portfolio in 6 months
  3. Two FREE 1:1 Consultation to get clarity on your goals & how we can achieve them. ANY guidance regarding your finances & investments.


Pricing Structure

Portfolio - Session - Offer Price

  1. More than 30 Lakhs - 2 Hours - 4999
  2. 15 - 30 Lakhs - 1.5 Hours - 2499
  3. 5 - 15 Lakhs - 1 Hour - 1499
  4. Less than 5 Lakhs - 45 mins - 599


How it works?

  1. Fill a Quick Questionnaire: your basic details
  2. Relax! We'll contact you directly & have our first 15 min discovery meeting (before the actual session) - where we get to know each other, understand your needs & collect your Mutual Fund Portfolio details in a secure, convenient way - so you dont have to upload anything right now.
  3. Your Expert Review: Once we receive your portfolio details, you will receive a deep analysis, 1:1 session & a personalized action plan within 5 days....We will be in constant touch with you regarding your availability.


Look forward to guide you grow your wealth better!

Yash Sohanda

ADAVIT Finance


for queries, call +91-7903786739 or email [email protected]

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