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  Portfolio Makeover Services
 
This is a unique solution provided by us to those investors who feel :
 
Their investments are messed up due to wrong advisory or wrong decisions.
They have bought wrong insurance policies and investment products.
Their investments are consistently making losses.
There is no risk management strategy in their portfolio.
They have not made any Asset allocation.
Their Investments are not made considering their Life goals like Retirement Planning, Child Education Planning.
They don’t have any Succession Plan in place.
Please meet us we will help you in resolving these issues.
  here we basically help you
 
Restructure your investments considering your circumstances.
Evolve Strategies that will help you achieving higher risk adjusted returns.
Direct your investments towards your Goals.
Deciding which insurance Policies should be continued and which should be surrendered.
Making a proper succession Plan through wills and Trusts.
 
 
   
 
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R.C.Dutt Road,Alkapuri,
Vadodara - 390 007
 
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Phone: 0265-2321205
Mobile: +91-98245 28287
Email: celebratinglife@ascentsolutions.in
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