Portfolio/Asset Allocation Review with Viral Shah

The price of this consultation call is kept at a bare minimum to ensure only serious people book it. The idea is not to generate revenue but to truly help serious individuals with their finances.

In this session, I help you to review your mutual fund portfolio and suggest a better asset allocation plan and mutual funds, if required!

We will be discussing the following aspects:

• Ideas on Asset Allocation
• Selection of Mutual Funds
• Review of your current Mutual Fund investment

We will not be discussing the following aspects:

• Review of your stock investment portfolio

Please fill out the Google Form, as I will require basic details before going on a call! It is compulsory before going on a call!

Link: https://forms.gle/zSrH8Tqqya2ga2jK6