fORTUNE lOGO

Portfolio Management

The Process of rearranging assets to bring allocations to predetermined original level as per Financial Plan. Over time some of your investments may become out of alignment with your investment goals. You'll find that some of your investments will grow faster than others. By re balancing, you'll ensure that your portfolio does not overemphasize one or more asset categories, and you'll return your portfolio to a comfortable level of risk. Asset Re balancing forms part and parcel of every Financial Plan Our experience in individual and family financial planning and investment management has helped many to build their financial dreams.

Asset allocation refers to the process of allocating your investments between different asset classes. Asset allocation means diversifying your money among different types of investment categories, such as stocks, bonds, gold, property and cash. The goal is to help reduce risk and optimize returns. The goal of asset allocation is to create an optimum mix of asset classes that have the potential to appreciate while meeting your risk tolerance level and financial goals.

Services We Offer

  • 1 Insurance
  • 2 Mutual Funds
  • 3 Financial Planning
  • 4 Portfolio Management
  • 5 15 EC Bonds
  • 6 Income Tax Filing
  • 7 PAN Card services
  • 8 Stocks and Shares
  • 9 Retirement Plans
  • 10 Virtual Real Estate
  • 11 Gated Community Plots
  • 12 Portfolio Management
  • 13 15 EC Bonds
  • 14 Income Tax Filing
  • 15 PAN Card services
  • 16 Stocks and Shares
  • 17 Retirement Plans
  • 18 Virtual Real Estate
  • 19 Gated Community Plots

NEWS Updates

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Permanent Account Number (PAN) is a code that acts as identification for Indian nationals, especially those who pay Income Tax.The PAN is mandatory for a majority of financial transactions.

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KNOW YOUR CLIENT (KYC) and its importance with regards to Mutual fund investmentKYC is an acronym for “Know your Client”, a term commonly used for Client Identification Process.

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Madhusudhan Gad featured in the TOI as one of the top most Insurance Advisors for Max Newyork Life.

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Tools / Calculators

 

Useful financial calculator tools for loans, car/auto loans, compound interest, savings, mortgages and more...

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