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Finsafe Investment Portfolio Review – 1:1
Finsafe
FINSAFE-004
In stock
Overview ›
Duration 45 minutes
What’s included ›
- Comprehensive review of all mutual fund schemes (detailed analysis)
- Overview of performance across other investments such as FDs, bonds, insurance policies, and gold
- A performance report on mutual fund schemes
What’s not included ›
- Creation of a financial plan
- Detailed analysis/report on non–mutual fund investment products
- Inputs or advice on direct stocks