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Current Portfolio Analysis


Habit of saving is well inculcated in the Indian culture and hence most of us are introduced to this concept at a very young age. However do we know the difference between savings and investments? In order to create wealth, most people invest their saved amounts in different instruments and a pool of such instruments is known your portfolio. Depending upon the instruments used, a portfolio generates returns at certain rate. We can help you review and rebalance your portfolio, in such a way that it starts contributing to your ultimate financial goals in an optimum manner