CA Deepen Shah

Oliv

Oliv.

A focused, 30-minute session where we understand your financial picture first — then identify exactly what needs to be fixed.What we have observed:Most investors have portfolios that evolved by accident: a mutual fund here, a tip-based stock there, insurance sold as investment, fixed deposits that haven't been revisited in years. This call is about bringing structure to that chaos.What we cover:We start with understanding you. Your goals, your plans and where you stand today.What you walk away with:A clear, honest view of where your portfolio stands — what's working, what needs your attention.Who this is for:Professionals, business owners, NRIs and practically every affluent Indian who has a net-worth aspiration in mind!

Free qualitative portfolio & personal finance review