1:1 Consultancy | Portfolio building/rebalancing

This Service is for premium clients who want to create the best investment portfolio (fresh or existing) for their personalized needs as per risk appetite.

This service is limited up to the maximum of 30 stocks and ₹50 Lakh whichever is lower. Additional charges of ₹ 699 per stock will be applicable

I will understand your needs , expectations , holding period and risk appetite. Accordingly build / re-balance your stock portfolio.

We will have a one on one personalized session to discuss.

If you already holding some existing stocks in your portfolio . I will go through your entire portfolio to understand each stock prospective.

I will tell you which stock to hold / exit / buy more / partial exit.

I will re balance your portfolio to create best potential returns according to your risk appetite.

I will provide entry / target /exit for each stock.

If you want to build fresh investments . I will understand your needs , expectations , holding period and risk appetite. Accordingly I will help you in building a new portfolio of stocks personalized for you.

I will provide entry / target /exit for each stock.

You can ask anything related to stock market in this session.