- Investment Plan.
- Investment Portfolio Analysis with Financial Review.
- Tax Savings Advice.
- Retirement Income Plan.
- Progressive Life Stage Financial Plan.
- Loans & Liability Review with Management Plan.
- Risk Cover & Insurance Review.
- Succession & Inheritance Planning.
- Plan Monitoring and Ongoing advisory.
- We at InvestEdge provide customized solutions across asset classes aligning to an individual’s risk profile.
Investment Advisory
As a SEBI registered Investment adviser, we offer Investment advisory service to assist in deciding on financial plan / instrument based on risk profile of an individual his current and future needs mapped to the suitability of such instrument. No investment product is sold or compensation received with respect to instrument on which advice is given. Advisory Services are commenced after signing of the Investment Advisory agreement.
Services Offered
Consultation/ One-off advice
For Individuals who want to consult on specific personal finance matter or desire review of existing investments or strategy.
Advisory with periodic review
For Individuals desiring limited advise on one or two specific area of personal finance (e.g investment of a specific corpus amount or only Retirement Income plan).
Advisory with Financial Planning & Portfolio Monitoring
For Individuals preferring to cover multiple areas of personal finance (investments, asset allocation strategies, tax savings & any other financial other objectives) and want their financial plans and investment portfolio to be monitored ongoing basis.
Type of Products / securities on which Investment advice is rendered
- Equity Shares, Debentures, Bonds, Corporate deposits, Mutual Funds & Exchange Traded Funds, Government Bonds and any such securities approved by SEBI from time to time.
Fees
- Fees is charged on annual basis based on scope of work as agreed upon at the time of engagement.
- Advisory fees is agreed upon and mentioned in Investment Advisory agreement as per SEBI (Investment Advisers) Regulations 2013.
- Fee payable only by account payee crossed cheques or by way of direct credit to the bank account through NEFT/RTGS/IMPS /UPI, as per bank account details of the Investment Adviser or to the validated UPI ID mentioned in the invoice.