Fund Advisory

1,999.00

  • Initial Mutual Fund portfolio comprising 5 funds
  • Monthly Buy-Sell recommendations, using Quantitative Strategy that generates higher returns
  • 12 months validity of subscription
  • Personalized Asset Allocation Plan
  • Retirement Plan
  • Life Insurance Plan

Category:

Description

Fund Advisory Service

In Fund Advisory service, subscribers receive an initial Portfolio of 5 Mutual Funds, followed by continuous advice on a monthly basis. Service uses a short term holding strategy based on Quantitative approach which produces higher returns than benchmarks as well long-term buy-and-hold strategy. This strategy has been developed in-house, more details can be found here.

Download Product Specs for Quant Mutual Fund Strategy

Additional features:

  • Personalized Asset Allocation Plan
  • Retirement Plan
  • Life Insurance Plan

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