From analysis of existing portfolio which is not limited to Equity and MFs but ULIPs, and other investments (if available) to preparing a new investment plan according to risk appetite, goals, asset allocation which include direct equity portfolio as well as other options, according to the need of the investor.

✓ Suitable for HNI investors who investible surplus is more than 1cr
✓ Combination of New Portfolio recommendation & existing analysis
✓ Assistance on other financial instruments like PMS, ULIPs, etc