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Investwell Advisory

Investwell Advisory


  • One Time Advisory
  • Regular Interval Advisory

One Time Advisory Services

Plans: EXCEL and PROSPER

We follow following three steps:

  • First Client Meet: First meeting for understanding client’s need, preferences, risk profile and the status of current investment. It will be an interactive meeting and we expect that client will provide important details of their investment goals, history and fund inflow in near future. We shall cover these points in advisory.
  • Analyse and Evaluate: We shall evaluate findings of meetings with client, analyses and prepare recommendations.
  • Advisory Output: We shall submit our advisory report with recommendations.

Regular Advisory Services

Plans: EXCEL PLUS and PROSPER PLUS

All the steps defined under One Time Advisory will be followed. Additionally, review meetings at regular intervals for review. We shall advise on the overall investment portfolio. Retainership service can be for a period of 1 year and require renewal after one year. We shall charge fees quarterly in advance.

It is upon the client discretion to accept or not to accept advise. There is no binding on client to follow advise given by us.

For complete details of the product, please Contact Us.