Investment Advises

Starting at

$

750

/wk

About this service

Summary

I helped my previous clients to build a strong Recession proof portfolio that helped him in 2020 covid crisis. This included base tax advice (still a CA needed) , Strong Recession portfolio to hold on any future recession.We usually only invest in Indian markets but for special clents we include Chinese exchange , US Nasdaq and Nasdaq Dubai (UAE)

What's included

  • Investment advices

    (1) Indian bonds (2)Exchange traded Fundes (3)Index funds (3)Coporate FD (4)Invoice Discounting (5) SBLM (6)Real Estate through REIT's

  • Portfolio allocation

    (1) Risk profile creation (2) Emergency Funds (3) Diversification

  • Tax help in Investment

    (1) Low tax/Tax exempted funds (2) Help in filing ITR

  • On demand Investment (need prior documents and this is extra only for special consumers)

    (1)Nasdaq US investment (2)Real estate and Nasdaq Dubai (3)European or Asian Markets ( most poswerful)


Skills and tools

Financial Advisor
Wealth Management Advisor
Investor
Google Drive

Work with me