|Investment Advisory||One Time Advisory||Regular Interval Advisory|
|Advisory for Fresh Fund deployment||EXCEL Plan||EXCEL PLUS Plan|
|Advisory for Existing Portfolio and Fresh Fund||PROSPER Plan||PROSPER PLUS Plan|
In this plan, we shall take 3 steps:
All the steps defined under One Time Advisory will be followed. Additionally, review meetings at regular intervals for review. We shall advise on the overall investment portfolio. Retainership service can be for a period of 1 year and require renewal after one year. We shall charge fees quarterly in advance.
It is upon the client discretion to accept or not to accept advise. There is no binding on client to follow advise given by us.