FAQ's - Investment Advisory for Individual Investors
1
Will you be managing my portfolio?
No, we will not be acting as broker. We will provide the portfolio suitable to you and you will have to manage it.
2
On what basis will you recommend the portfolio?
We will be providing you with the risk tolerance questionnaire and based on that we will be customizing the portfolio for you based on your risk taking.
3
Will you be reviewing the portfolio on regular basis?
Yes, we will be reviewing as well as rebalancing the portfolio whenever required.
4
Is there a minimum amount to be invested?
No minimum amount.