Your current asset allocation might not match your expectations for a given level of risk. Reallocation of the same to match your needs, involves careful consideration of host factors. It also arises for change in financial goals and needs which maybe dynamic in nature. This product helps to re-allocate your existing assets to strike a right balance, which in turn strives to achieve equilibrium between your goals and financial rewards.
Scope of Work
1. Receipt of customer satisfaction subsequent to Uploading the Opinion on Asset Re-Allocation by the professional shall constitute completion of service.
2. The professional would only provide an opinion on asset re-allocation based on the facts and circumstances provided by the customer. The professional will not be incharge to manage the funds of the customer and take decisions on behalf of the customer.
3. The customer is expected to provide his current asset allocation based on which the professional shall suggest suitable re-allocation.
4. Estimated time for completion of service may vary subject to logistics, request for changes from the client and scrutinising of documents in preparing the draft.
5. Working days excludes Saturdays, Sundays and Public Holidays.
6. Execution of service shall be carried out only on TIMI platform.