When money realizes that it is in good hands, it wants to stay and multiply in those hands
Investment advisory is much more superior than selling financial product and services. It requires a thorough understanding of client risk profile, needs, goal, objective, understanding of financial product, market, economy etc. and take care of client long-term interest rather than resorting to aggressive selling tactics.
Understand, if you are making an investment decision today it will directly affect your goals and future wealth. Therefore, it would make sense that one should look for professional advice to help guide the investment decision.
People have the tendency to take irrational investment decision due to emotion experienced after investment, which multiplies the investor losses, and they also lose the opportunity to create long-term wealth to meet their goals and objectives.
Step involved in Investment Advisory Planning
Understanding investment need (Client goal & objective)
Risk profiling (Understanding Client Risk capacity and willingness)
Evaluation and Recommendation
Restructuring of existing investment
Portfolio Review & on-going monitoring
Why Marketgoogly?
Simple investing made easy
Low Fees
We charge nominal advisory fee from our clients. We are not associated with any mutual fund houses, Insurance or any other financial product seller and we don’t receive any kind of commissions, remunerations or incentive, which means we offer unbiased and honest advice. We work for you hence our recommendations are fully aligned with your interests and financial goals.
Online
We believe in full transparency. You can track your asset, loan, net worth, cash flow, insurance status and goal status in dashboard section, add your financial goals, do risk profiling, approve or cancel recommendation online at your convenience.
Security
We deploy high-grade security with encryption and ensure that your sensitive information is safe with us. You can now add your financial details like income, expense, cash flow, asset, insurance etc. online in a secure environment for financial plan report.
Asset Allocation
We advise suitable asset allocation across asset class like Equity, Debt, Cash and alternative investment based on your risk profiling.
Customized
Goals like your own home, child education, marriage, retirement, wealth creation etc. gives you reason to invest. We’ve got you covered with a customized plan.
Risk Management
We glide across equity, debt, cash equivalents etc. based on your risk profiling, financial situation and market scenario to make sure your goals are on track.
Adaptive
We offer and discuss the recommendation based on information collected and you can approve or decline the recommendations. We are here to support you in your financial journey and happy to listen to your concerns, agree and implement the plan.
Rebalancing
Financial planning is long-term association and we are happy to review your existing portfolio and rebalance to help align your investment with your goals.
Peace of Mind
You can invest in stocks and funds in a demat account in your name directly or you can choose to invest in stocks through your stock broker account via Marketgoogly small case and for direct mutual funds via our mutual fund platform. Your investments are safe with AMCs and you can always go to them directly. Your money never passes through our bank account even during fund transfers.
Start your Investment now to meet your future goals
Talk to our Investment Expert
