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Financial Advisory Services

Detailed Plan

The detailed plan will ideally comprise the various financial aspirations and goals and risks that need to be covered in the financial life of the person or family. The planner will like to unravel before the client the currently unseen scenarios and how he can take precautions to counter the future – “Planning the future into the present so that you can do something about it NOW” – Alan Lakein.

Modular Planning

The Modular plan will ideally cover a particular goal like Retirement Planning or Child Education which the client wants to plan.

Value Investing (No tips. We will guide to find Value Stock)

Value investing is an investment strategy that involves picking stocks that appear to be trading for less than their intrinsic or book value. Value Investors actively ferret out stocks they think the stock market is underestimating.

Mutual Fund Advisory Services (only Direct Funds. No commission basis advisory).

A) Value Investment Plan

B) Asset Allocation

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