Book your Portfolio Review Meeting

Book A Portfolio Review Meeting

This meeting is intended to discuss the Stocks recommended by us to track their performances and actions required if any.

**This meeting is STRICTLY for the investors who already invested on our stock recommendations and HOLDING them.***

What will be discussed:
Performances of the Individual Stocks
Quarter Result Discussion
Updates on the new developments in the company if any
Alterations in the portfolio such as adding, removing or replacing stocks can be advised.
Miscellaneous relevant topics

Any specific and new developments can be discussed.

Frequency of this Meeting:

We advise this meeting to take place every quarter[3 months] after the company on which investors have made investments post their Quarter results.
This helps us to see analyze the results if everything is ok and advise you if any changes are required.

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