If you think your investment portfolio is not moving in the right direction or you are not sure of the choices you have made, you are at the right place.
You are probably struggling with the following questions
Have I chosen the right funds?
Am I diversified enough? Or, Am I overdoing it?
Do I need to make changes to my portfolio, if any?
How likely am I to meet my goals?
Have I been investing consistently?
You see, it is easy to fall prey to our own biases and mess up our investment decisions which then reflect in our portfolio. That’s where an experienced investment adviser comes into the picture.
By taking a hard, unemotional look at your portfolio, an investment advisor will help you see critical gaps or things that you may have overdone. Example, 30+ funds in a single portfolio. You don’t need that clutter.
Take this service now to assess and give the right direction to your portfolio.
With the mutual fund advisory service, you build a portfolio that has lower churn, lower expenses, lower risk and thus result in a portfolio optimised for higher returns.
Not to mention peace of mind!
You can rest assured that your journey to your goals will be worry-free.
When you take up the mutual fund advisory service, I will personally work with you and provide you a thorough review of your current portfolio. This will include a conversation on the phone or via online channels.
I will understand your expectations from your portfolio and help you create a customised portfolio best suited for your needs. This will also include which of your existing funds to hold, buy or sell.
This information coupled with timely action-orientation ensures that your investments are working hard for you.
Fee: For a one-time personalised mutual fund advisory service, the fee is Rs. 15,000 (plus 18% GST).
If you are also looking for a ongoing investment management, execution support and handholding, you can take that up for an additional fee. Click here to know more.
Send me an email at vipin@unovest.co or call me at +91 9920371082. You can ask any questions as also know if I am the adviser you will like to work with.
CLIENT SPEAK
Sanjeev Arora, Head – Supply Chain Management at American Tower, Gurgaon
Before meeting Vipin sometime in 2006, I used to invest a lot in FDs and NSCs and considered them to be an effective money multiplier.. feeling happy. However, thinking horizon was limited. The entire rationale got changed after understanding what is SIP, financial planning for individuals, goals setting, expectations and how easy is to meet them in a planned manner with few simple but committed actions.
Mutual funds investments are absolutely safe and has a major role to play in financial future planning of individuals ageing 16 to 60 irrespective of what profession they are in, salaried or business or even retired. In fact, no other option is left.. One should talk to an expert and understand it today; sooner the better.
My finance portfolio got transformed after meeting Vipin, even after passing through 2 significant market crashes and recession phases, it withstood well and kept paying a handsome return. Mutual fund Investment with long term plan, meticulous and with patience will pay us more than we expect from it, that is what I have experienced in last 10+ years. Enjoying it further…
It will not be fair if I do not thank Vipin for doing almost everything for my financial planning with his HONEST advises. Now I know what do I want, how it can be achieved and by when.