Investment & Trading In Securities Market Is Always Subjected To Market Risks. Trade Gyan Solutions (Investment Advisor) Do Not Provide Any Assured/Guaranteed Return/Profit services, Any Profit Sharing Services, And Services Which Are Not Mentioned On The Company Website. Please Trade Only Company SMS With Proper Stop Loss. We do not ask for Demat details from anyone. Please call us if anyone talks about these services. Contact: 777-100-4878.

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One-time service for two days recommendation in any segment - ₹1000
Trade Gyan Asset Optimizer

Trade Gyan Asset Optimizer

Optimize Your Portfolio. Optimize Your Returns

Trade Gyan Asset Optimizer is a strategic asset allocation solution designed to help investors achieve their financial goals while managing risk. Our expert advisors will create a diversified portfolio tailored to your risk profile, investment horizon, and objectives.

Features

  • Risk Profiling: Comprehensive assessment to determine risk tolerance.
  • Asset Class Selection: Equities, Fixed Income, Commodities, Real Estate, and Alternatives.
  • Portfolio Construction: Diversified allocation across asset classes, sectors, and geographies.
  • Regular Rebalancing: Periodic review and adjustment to maintain optimal allocation.
  • Tax Efficiency: Consideration of tax implications in portfolio construction.

Benefits

  • Diversification: Reduced risk through spread across asset classes.
  • Optimized Returns: Potential for higher returns through strategic allocation.
  • Risk Management: Regular rebalancing to maintain optimal risk profile.
  • Tax Efficiency: Minimized tax liabilities.
  • Expert Guidance: SEBI-registered advisors with proven expertise.

Investment Strategies

  • Conservative: 20% Equities, 60% Fixed Income, 20% Alternatives
  • Moderate: 40% Equities, 40% Fixed Income, 20% Alternatives
  • Aggressive: 60% Equities, 20% Fixed Income, 20% Alternatives
  • Customized: Tailored allocation based on individual goals and risk profile

Investment Options

  • Equities: Stocks, Mutual Funds, ETFs
  • Fixed Income: Bonds, Debentures, Fixed Deposits
  • Commodities: Gold, Silver, Other precious metals
  • Real Estate: REITs, Real Estate Mutual Funds
  • Alternatives: Private Equity, Hedge Funds, Structured Products

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.
  • Online Platform: Access to portfolio tracking and updates.

Why Choose Us?

  • Why Choose Trade Gyan Asset Optimizer?
  • SEBI-Registered Advisors: Trustworthy expertise.
  • Customized Solutions: Tailored asset allocation.
  • Transparency: Clear communication and fee structure.
  • Proven Track Record: Consistent results in varying market conditions.

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