Trade Gyan WealthMax
Empowering Your Financial Future
Trade Gyan WealthMax is a personalized financial planning and investment solution designed to help individuals achieve their financial goals. Our expert advisors will guide you through a comprehensive financial planning process, providing tailored recommendations to optimize your investments and secure your financial future.
Features
- Comprehensive Financial Planning: Detailed assessment of financial situation, goals, and risk tolerance.
- Personalized Investment Strategy: Customized portfolio creation based on client goals and risk profile.
- Diversified Investment Options: Access to equities, mutual funds, insurance, and other investment vehicles.
- Regular Portfolio Rebalancing: Periodic review and adjustment to ensure alignment with changing market conditions.
- Tax Planning and Optimization: Strategies to minimize tax liabilities.
- Risk Management: Insurance solutions for life, health, and disability coverage.
- Retirement Planning: Customized plans for a secure post-retirement life.
- Estate Planning: Guidance on wills, trusts, and succession planning.
Benefits
- Expert Guidance: SEBI-registered investment advisors with proven expertise.
- Tailored Solutions: Personalized plans addressing unique financial goals.
- Transparency: Regular updates and clear communication.
- Flexibility: Adaptability to changing market conditions.
- Cost-Effectiveness: Competitive pricing without hidden fees.
Service Plans
- One-time asset allocation₹10,000 - ₹20,000
- Quarterly rebalancing and review: ₹30,000 - ₹60,000
- Monthly rebalancing, review, and priority support₹60,000 - 1,20,000 per annum
Delivery Channels
- In-Person Meetings: One-on-one consultations at Trade Gyan Solutions.
- Video Conferencing: Virtual meetings for convenience
- Phone/Email Support: Ongoing assistance and query resolution.
Why Choose Us?
- Why Choose Trade Gyan WealthMax?
- SEBI-Registered Advisors: Trustworthy expertise.
- Client-Centric Approach: Personalized solutions.
- Transparency: Clear communication and fee structure.