Portfolio Advisory

The objective is to create a portfolio that is aligned to your financial plan, not to market noise.

Portfolio Advisory is suitable for clients who already invest (or plan to invest) and want a structured, risk-aligned approach rather than ad-hoc decisions.

Scope typically includes:

Reviewing your existing portfolio (equity, mutual funds, and other relevant holdings)

Understanding goals, time horizon, cashflows, and risk profile

Building an asset allocation framework aligned to suitability

Recommending a portfolio approach designed for long-term wealth creation

Providing periodic reviews and rebalancing guidance

Regulatory Disclosure

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.

Portfolio Advisory