Monthly Membership – Your Personal Portfolio Manager
Become smarter with your investments! As your personal portfolio manager, I help you:
- Build a balanced and diversified portfolio
- Review and improve your holdings monthly
- Stay updated with market trends and signals
Choose the plan that fits your needs and start your journey toward smarter investing.
🔒 Includes:
- Monthly Portfolio Reviews
- Personalized Advice (based on your financial goals)
- Real-time market updates & alerts
- Optional 1:1 Zoom/WhatsApp calls
- Ongoing education to make you financially independent
🚫 This service does not guarantee returns. It is for educational purposes only.
✅ Here’s What You’ll Get Every Month: 🧠 1. Personalized Portfolio Review You send your current investments, and I’ll review them with: Suggestions for rebalancing Risk analysis Red flags and opportunities 📊 2. Sample Portfolio Strategy (Based on Risk Profile) A custom breakdown of how your money could be allocated based on your goals: 📈 Growth-focused | 💸 Income-focused | ⚖️ Balanced strategy 📄 3. Monthly Portfolio Strategy PDF A 4–8 page easy-to-read guide including: Market summary Asset allocation ideas Sectors to watch Investment reminders & tips