SECOND OPINION · ONE-TIME PORTFOLIO REVIEW
Make your portfolio recover faster and better
As an investor you must constantly question what could be made better in your investment portfolio. Review your plans to make them foolproof — your portfolio is an important part of your financial life.
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One-time fee, ₹995
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Risk and performance analysis
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Revamp suggestions
“Learn from yesterday, live for today, hope for tomorrow. The important thing is not to stop questioning.”
ALBERT EINSTEIN
THE SERVICE
What is a second opinion / one-time portfolio review?
In our second opinion plan we analyze and review your investment portfolio against different parameters like risk and performance. You get suggestions on which investments need to be weeded out, and where that money can be reinvested for better wealth creation.
Our second opinion service for ₹995 only →
IN THIS PLAN
Experts double-check your investments
Our experts double-check your investments during a stock market crash, or whenever you want. They give you insight and suggestions based on how your portfolio has actually performed.
These suggestions help you review, rebalance and optimize your portfolio — an extra mile to grow your wealth that helps in any situation.
HOW IT HELPS YOU
Nine questions you will finally have answers to
Getting a second opinion on your portfolio ensures you are getting the best advice on each of these.
Are you taking more risk than you have planned?
Could it be doing better if you switch your investment?
Are you missing any new opportunities?
Will your portfolio last as long as you need it to?
What is your current outlook for your investment portfolio?
Is the risk level suitable for you?
What adjustments should you make?
Is your portfolio meeting your needs?
Are you comfortable with the current investment risk in your portfolio?
Ready for straight answers on your own holdings?
THE BENEFITS
Four things included in the review
A second opinion helps you achieve your financial goals faster and better. These are the important benefits of the plan.
01
Portfolio analysis
We analyse your overall portfolio and every investment plan in it, and give you a clear insight into how each one is performing.
Mutual Fund
ULIP
PPF
Insurance plans
Other investments
02
Risk level analysis
We analyze the risk level in your portfolio and help you identify whether that risk is what you actually want. Where feasible, we suggest investments that give a similar return with lower risk.
03
Revamp suggestion
Is your investment beating its benchmark? Is it beating the category average? How has it performed, and how is it expected to perform?
We tell you how to optimize and rebalance the portfolio so it recovers faster and better.
04
Tax efficiency
The review shows you how tax-efficient your investments really are, and what you can change to increase your post-tax investment return.
All four, in one review, for a single one-time fee.
TIMING
How do you know when you need one?
01
We analyse your overall portfolio and every investment plan in it, and give you a clear insight into how each one is performing.
02
Whenever changes happen in your financial situation.
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You are planning to purchase a new investment product.
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You are not sure about your investment strategy.
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Tax implications you have not accounted for.
06
You are not comfortable with the risk level in your portfolio.
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You think your investment advisor or relationship manager is selling you a product instead of giving you the investment suggestion you need.
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You are managing your investments by yourself.
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Whenever the stock market fluctuates.
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At least once in six months.
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You want to know how an investment plan can help you achieve a financial goal.
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You don’t have time to review your investment portfolio.
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The end of every financial year.
ONE-TIME PORTFOLIO REVIEW
Grow your portfolio faster and better, now
Our second opinion / one-time portfolio review fee is just ₹995. Make use of this chance — it is an extra mile that helps in any situation.
SERVICE FEE
₹995
A single one-time payment for the full review — analysis, risk assessment, revamp suggestions and tax efficiency.
Questions first? Call +91-44-4203-0722