FINANCIAL PLANNING & INVESTMENT PLANNING
Your investments need a plan, not just a portfolio.
Structured financial planning and mutual fund portfolio review for working professionals and families across India.
Harshith Shetty, CFP®
CERTIFIED FINANCIAL PLANNER® professional Founder, Ingrace Wealth™ AMFI Registered Mutual Fund Distributor | ARN 313266
Mutual Fund Portfolio Review
Receive a structured review of your existing mutual fund portfolio covering asset allocation, diversification, fund overlap, concentration, SIP structure, goals, time horizon and risk considerations.
Is your portfolio still aligned with your goals?
- Multiple mutual funds
- SIPs started at different times
- Overlapping funds
- Unclear asset allocation
- Changing financial goals
- No periodic portfolio review
What will I get from the review?
A clearer picture of where you stand. You will leave with a better understanding of: • What you own: A clear view of your existing investments. • How it is structured: Your asset allocation, diversification and concentration. • Where the gaps or overlaps are: Areas that may deserve attention. • How it relates to your goals: Whether your current investment structure is consistent with your goals and time horizon.
Your financial plan goes beyond your investments
- Financial goals
- Cash flow
- Emergency fund planning
- Risk management
- Insurance planning
- Retirement planning
- Investment planning
- Asset allocation
- Periodic review
Who is this for?
Working professionals, families and investors across India who want a structured approach to their finances and investments.
How it works
- 1UnderstandDiscuss your current financial situation, investments, and goals.
- 2ReviewComprehensive analysis of your portfolio structure and asset allocation.
- 3PlanIdentify areas that may require attention based on your goals, time horizon and overall financial situation.
- 4Implement & ReviewSupport implementation within the applicable scope and review the plan periodically.
About Harshith Shetty, CFP®
Harshith Shetty, CFP® CERTIFIED FINANCIAL PLANNER® professional Founder, Ingrace Wealth™ AMFI Registered Mutual Fund Distributor ARN 313266 Note: CFP® certification and AMFI mutual fund distributor registration are distinct professional qualifications.
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Compliance & Disclosure
Harshith Shetty is an AMFI Registered Mutual Fund Distributor with ARN 313266. Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing.