PROINVESTOR Individual
Investment Advice :
Portfolio based on investor’s choice, preference and requirement.
What is Individual
Investment Advice Plan?
·
Those who want to invest lump sum amount at present should
take this plan.
·
Every person’s need for investment is different BECAUSE every
person’s age, income, marital status, dependents are different. On the top of
that his/her choices for duration of investment, expected return on investment,
choice of sectors/stocks, and risk tolerance is also different.
·
Also, people want to achieve some financial goal (e.g.
children education/marriage etc.) by way of specific investment at present to
benefit in future. This is also different with each person.
How the Individual
Investment Advice Plan works?
·
Here the client simply fills out an ‘individual investment
advice questionnaire’ which covers fully all the preferences and criteria which
can touch to his/her investment objective.
·
Then our fundamental analyst team will prepare the right
stock portfolio for you and guide you to invest in it.
·
You will receive updates and alerts regarding the portfolio
throughout the year.
Benefits of INDIVIDUAL INVESTMENT
ADVICE:
Why take INDIVIDUAL INVESTMENT
ADVICE?
- · As stated above, every individual investor's need is different and similarly his approach should also be different while investing. An individual's investment decision involve factors such as his existing income, his family and dependents, his age, his risk appetite, his existing investments, and his other financial goals among other things.
- · So, it is clear that the above factors are always distinct for each investor, and thus, every individual's investment strategy should be crafted separately. A unique and highly effective and result oriented investment strategy is not an option but a requirement.
- · We also call our this 'INDIVIDUAL INVESTMENT ADVICE' service as 'FINANCIAL PLANNING MODULE'. Financial Planning is nothing but mainly planning your investment into different asset classes (such as equity (including mf), debt, and real assets such as commodities. We however will not advice you on the 'debt' investment. We will include advice on mainly equities along with mutual fund and commodities as well.
- · As you will find in our individual investment advice contact form, please mention if you have taken or are following any financial planning advice.
FEE STRUCTURE
·
One time fee for this plan is Rs.4800 only, which comes to
less than around Rs.13 a day only.
SAMPLE FORM QUESTIONNAIRE FOR
INDIVIDUAL INVESTMENT ADVICE SERVICE:
(You
may fill out form even if you are not a paid customer yet. We will contact you
for discussion.)
NAME:
……………………………………………..
PROFESSION/BUSINESS:…………………………………………
MOBILE:……………………………………………….
CITY:………………………………………………………
EMAIL:……………………………………………………………….
AGE
IN YEARS:…………………………………………………………….
YEARS
IN MARKET:…………………………………………………
NAME
OF YOUR BROKING COMPANY:……………………………………………
MARRIED/UNMARRIED:………………MARRIED……………SINGLE…………………
EXISTING
STOCK INVESTMENT/INCLUDING MUTUAL FUND AND COMMODITY MARKET (IN
RUPEES)…………………….RS…………
ARE
YOU ALSO TRADING IN STOCK MARKETS OR NOT?:………………………………………………..YES…………NO……….
WHAT
PERCENTAGE OF YOUR INCOME DO YOU SAVE EVERY MONTH?: …………………………………………
HOW
MUCH MONEY DO YOU WANT TO INVEST AS LUMPSUM MONEY RIGHT NOW? (FOR E.G YOU HAVE
1 LAKH CASH READY TO INVEST IN FULL):…………………………………….RS.
HOW
MUCH MONEY DO YOU WANT TO INVEST EVERY MONTH OR AT EVERY PARTICULAR INTERVAL
PERIOD/SIP? (FOR EG. YOU WANT TO INVEST 20% OR SAY 5000 EVERY MONTH FROM YOUR
INCOME/SALARY.)…………………………………
HOW
MANY DEPENDENTS DO YOU HAVE (INCLUDING CHILDREN AND SPOUSE IF MARRIED)?
………………………………………………
ARE
YOU FOLLOWING ANY FINANCIAL PLANNIG ADVISE TAKNE FROM A FINANCIAL ADVISOR?:…………………………………………YES………………NO………………….
DO
YOU WANT ONETIME PORTFOLIO INVESTMENT ADVICE FROM US OR WANT CONSTANT SERVICE
FOR 1 YEAR?:………………………..OVERTIME……………………..ANNUAL CONSTANT……………….UNDECIDED
NOW………………..