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We also provide
Portfolio Review services to other investors apart from
our clients. As part of this service, we will assess the
composition of the investor's existing portfolio based
on their financial ambitions, performance of the funds
and the current market trends and thereby generate an
Investment Health Report . In the
report, we will weigh the merits and de-merits of the
current investments and accordingly suggest a future
course of action. In the whole process, rest assured, we
will provide impartial and thoroughly professional
advice and would not pressurize the investors who avail
this service to invest through us.
If you want
us to review your existing portfolio, please download
our confidential Portfolio Review
Questionnaire and fill it up. Then, you can either
e-mail it to us at Contact@TA-Asia.com
or fax it to our Central Portfolio Management team
at (86-21) 62728543. We would either e-mail your
Investment Health Report to you or present it to you in
person, depending upon your choice & location.
All information provided by you will be treated
as strictly confidential and would not be shared with
any third party. |
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To give a direction
to you and to help you become a savvy investor, we bring
to you a hot & sizzling Investment Tip every week!
The topic can range from Tip on Education Fee Planning
to Timing the Market to Best markets & sectors to
invest in etc. Click
here to check the Hot Tip of
the Week.
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