After reading some of your post i felt that you could provide me a true & fair view on my Financial status based on the investments i have done so far.
I have been doing investments based on certain inputs that i received from family & friends , but i am still unable to understand if i am on the right track to cover my future needs , I am 48 years working in a private firm as a manager.
I would like you send me complete details or templates that you would like me to fill up with all the investments basis which you may do your assessment.
Let me know the charges for the same & any other process to be followed , I trust you that that you will not share my information with any other organizations who may keep calling me for investments etc.
Would also like state my problem statement. & would like to avoid a repeat.
Every person who sold me some MF promised to keep me updated & also help me in dealing with my existing MF but his/her association lasted only till the time the SIP was executed.
Every broker with whom i got associated told me that he would help me to get a complete view of my Equities irrespective of the fact i may not have purchased from them this again did not happen till date.
I wanted to have on online tool where i could see all my investments and how they are faring with updates happening to them automatically to which i registered with Perfios but their application is not able to do an auto update possibly because my Demat account & my Trading account are with two separate entities. kindly advice if it is safe to have both the Demat ac & Trading account with one entity (I have my demat a/c with Corporation Bank which is a Public Sector enterprise to be on safe side )
I have recently opened an HUF a/c for Tax saving Need advice on this as well
Let me know if we can have a detail call as well