Equiminions Inc

Is Your Portfolio

UNDERPERFORMING?

Hidden risks are ticking time bombs in your investments! 🚨

Over time, hidden risks silently erode your investments, putting your wealth at risk. Don’t let unseen threats sabotage your financial growth—protect your portfolio now!

Act before they explode!

Get ahead with a PORTFOLIO HEALTH CHECKUP today!

Using a protractor requires precision—just a 1-degree error can lead to significant deviations: 0.5 cm over a foot, 28 meters over a mile, and a staggering 100 kilometers from the equator to the North Pole!

Is your financial journey facing similar pitfalls? Are you straying from your investment goals without realizing it?

  • Are hidden risks lurking in your portfolio?
  • Do you have a clear plan to achieve your targets?
  • Are you aware of any underperforming assets?
  • How often do you reassess your investment strategy?
  • Are unexpected market changes affecting your progress?
  • Is your asset allocation aligned with your financial goals?

EquiMinions Portfolio Health Checkup is your solution!

What is a

PORTFOLIO HEALTH CHECKUP?

A Portfolio Health Checkup is like a financial wellness exam for your investments! Just as you get regular checkups for your health, your portfolio needs a thorough review to ensure it’s performing at its best.

At EquiMinions, we dive deep into your investment strategy, identify hidden risks, and optimize your portfolio to help you achieve your financial goals.

With our expert analysis, you’ll discover:

  • Potential Risks that could impact your returns 
  • Opportunities for Growth to maximize profits 
  • Tailored Strategies for long-term success 

Your information is safe with us

Your security and trust are our top priorities. We're committed to protecting your information with the highest standards of security available.

Our Process

At EquiMinions, our Portfolio Health Checkup is designed to give you a clear picture of your investments and ensure you’re on track to achieve your financial goals. Here’s how it works:

Frequently Asked questions

Our comprehensive Portfolio Health Checkup is available at an affordable price of just ₹999. This includes the initial consultation, detailed analysis, and a personalized report with strategies to optimize your portfolio.

The entire process typically takes 2-3 working days.

You'll need to provide your Consolidated Account Statement (CAS), which offers a complete overview of all your investment accounts.

Our team of experienced financial advisors will handle your Portfolio Health Checkup, ensuring you receive expert guidance throughout the process.

We recommend conducting a Portfolio Health Checkup every quarter, meaning 4 times a year, or whenever there are significant changes in your financial situation or market conditions.

We recommend periodic reviews of your portfolio to track progress. You will receive a 1-1 Zoom consultation after 90 days of consultation, where we’ll assess your portfolio’s performance and make any necessary adjustments to keep you on track.

Here’s what our 'Portfolio Health Check-up' can do for you:

We provide a thorough review and analysis of your investment portfolio, assessing the performance of your holdings and pinpointing opportunities to scale up profitable assets while identifying underperformers for divestment.

At EquiMinions, our portfolio health check ensures your investments are strategically optimized for long-term growth and aligned with your financial goals. We uncover hidden risks and fine-tune asset allocation to maximize your returns.

What Our Clients Say

Important Information

This material is intended for informational purposes only and provides insights into products and services offered by EquiMinions. Details about products, services, fees, and interest rates are subject to change based on applicable agreements and may vary by location. Please review all information carefully.

General Risks & Considerations

The views and strategies presented may not be suitable for everyone and come with risks. Investments can fluctuate, and past performance is not indicative of future results. Diversification does not guarantee profits or protect against losses. It’s essential to assess whether the services, products, or strategies discussed align with your individual needs and objectives.

Non-Reliance

Non-Reliance
While we believe the information provided is reliable, EquiMinions does not guarantee its accuracy or completeness and is not liable for any resulting losses or damages. The views and strategies expressed are based on current market conditions and may change without notice. This material should not be considered a research report or financial advice. Please consult your own tax, legal, and accounting advisors before making any financial decisions.

© 2024 EquiMinions. All rights reserved.

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