Investment Advises
Starting at
$
750
/wkAbout 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