The service, which is free of charge, will provide analysis and clear insights on any mutual funds and equity investments you hold with a financial advisor, private bank or trading platform. Post review, you would be able to speak to our investment team member and have further clarification on the status of your portfolio and best way forward.
What Happens Next?
1. Upload a recent demat/ valuation statement
2. Receive a review statement within two working days
3. Talk to us Book an appointment if you wish to discuss