The advisory engagement begins with understanding your financial background, objectives and expectations. This includes basic personal, family and financial information, and an overview of existing investments.
Risk profiling is conducted to assess suitability and create a clear framework for recommendations. This includes understanding:
Goals are defined in measurable terms such as timeline, amount, and priority. This ensures each recommendation has a purpose and can be tracked.
Based on the above, a portfolio recommendation is provided. The recommendation typically includes:
Advisory is an ongoing process. Periodic reviews are conducted to ensure the portfolio remains aligned with the plan and to implement rebalancing where required.
Pritesh Shah is registered with the Securities and Exchange Board of India (SEBI) as an Individual Investment Advisor under SEBI (Investment Advisers) Regulations, 2013. Registration granted by SEBI does not imply endorsement. Investments are subject to market risks.
