SERVICES · ASSET ALLOCATION

Investment Asset Allocation

Financial security for tomorrow requires that you make profitable investment decisions today.

Our asset allocation service shows you how to choose between asset classes like a veteran — and how much belongs in each, depending on whether you’re making money now or over the long term.

Pay here — ₹7,500

Debt · equity · gold · real estate
48-hour response
Monthly expert webinar

THE FOUR ASSET CLASSES

Which asset, and how much of it

We give you a specific recommendation per class, referenced to your horizon — money you need now versus money that can compound.

Debt

The stability layer — where near-term money and the emergency reserve belong.

Equity

The growth engine for long-term goals, sized to the risk you can genuinely hold.

Gold

A hedge with a defined role and a defined limit, rather than a sentimental holding.

Real estate

Judged on what it actually contributes to your goals, illiquidity included.

WHAT WE PROVIDE

Five deliverables in the advisory service

Existing portfolio asset mix analysis

We study all your existing investment asset mixes and work out to what extent they will actually support your financial goals — before recommending a single change.

Strategy for diversification

Spread that is deliberate, not accidental.

Balancing risk and returns

The trade-off set explicitly, in your terms.

Portfolio rebalancing

Bringing drift back to the intended allocation.

Tax impact on capital gains

Analyzed before you act, not after.

HONEST SCOPE

This package is not complete and comprehensive like our comprehensive wealth management service

It is focused on your allocation rather than your whole financial life. Within that scope, here is what comes with it.

We help you take better allocation decisions by handholding you through the risk and return associated with each investment asset.

We stay accessible and responsive within 48 hours.

Periodic reviewing and rebalancing of your investment allocation.

Newsletters circulated periodically.

An exclusive webinar with financial experts, every month.

INVESTMENT ASSET ALLOCATION SERVICE

Enrol with our asset allocation service

One fee covers the analysis, the allocation strategy, the rebalancing and the year-round access.

Need the complete picture instead? Our comprehensive wealth management service covers the whole of your money life.

SERVICE FEE

₹7,500

Payable in full to enrol with the investment asset allocation service.

Pay here — ₹7,500

Book your slot now