Total Investment – NimeshThaker

Total Investment Analysis

Equity + Mutual Fund + Bonds + FD

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Guide for your all Investments

Maximize your investment with Nimesh Thaker’s expert advice & Guidance

Our “Total Investment Analysis Service” helps you understand your complete investment portfolio, covering equity, mutual funds, bonds, FDs, and more. We provide insights into your investment patterns and assess whether they align with your financial profile.

Our Approach
– Recommendations are based on statistical and qualitative analysis to give you a comprehensive view.
Suitable For
– Investors with holdings across various financial assets.
Fees
– Rs. 3500 (up to 10 holdings, with Rs. 200 per additional holding).

Advantage

Benefits of Total Investment Analysis Service

Gain comprehensive insights into your investment portfolio to make informed decisions and achieve your financial goals

Complete Portfolio Overview

Get a full analysis of all your investments, including stocks, mutual funds, bonds, and FDs, ensuring nothing is overlooked.

Personalized Recommendations

Personal recommendations whether to add, switch or redeem investments, according to your asymmetric financial goals and risk appetite.

Diversification Insights

Understand the level of diversification across asset classes, helping you manage risk and avoid over-concentration in specific sectors.

Cross-Holding and Allocation Analysis

Identify where your funds are most heavily allocated, and spot any potential cross-holdings across various schemes and stocks.

Risk and Statistical Analysis

Detailed risk assessments and statistical analysis ensures your investment portfolio remains within your long-term financial strategy.

Regular Monitoring and Adjustments

Stay on track with regular reviews and adjustments that align with market trends and your financial goals smoothly.

Why ?

Why Nimesh Thaker forTotal Investment Analysis

Why Nimesh Thaker is best for your total investment analysis and guidance

360° Investment Monitoring

Stay in control with a comprehensive, real-time view of your entire portfolio across stocks, mutual funds, bonds, FDs, and more.

All-in-One Dashboard

Access a unified report that provides a clear picture of your total financial landscape—no more juggling between different accounts.

Uncover Hidden Patterns

Identify cross-holdings and overexposure in your portfolio, so you can avoid pitfalls and focus on strategies that maximize returns.

Proactive Investment Advice

Get personalized advice from experts on when to add, switch, or redeem investments, keeping your portfolio profitable and flexible.

FAQs

Frequently Asked Questions

Find answers to common questions about our Total Investment Analysis Service to better understand your investment journey

Is there a minimum investment amount required to use this service?

No, there’s no minimum. Our Total Investment Analysis works for all investors, whether you’re new or have a large portfolio. Every asset gets the same detailed analysis.

What happens if my financial goals change after the analysis?

If your goals change, we can update the analysis to match your new priorities. We’ll review your portfolio and offer fresh recommendations to keep your investments on track.

What if I disagree with the analysis or recommendations provided?

We welcome your feedback! If you disagree with any part of the analysis, we’ll explain the insights and adjust as needed. The final decision is always yours.

Can I schedule one-on-one consultations to discuss the analysis results?

Yes, you can! We offer personalized consultations to discuss your portfolio, answer questions, and explore strategies to improve your investments.

How do you approach investments that have recently performed poorly?

We’ll analyze the reasons behind poor performance and recommend whether to hold, switch, or redeem, helping you reduce losses or seize future opportunities.

Need Help

Advisiory

Distribution

Learning