1:1 Mutual Fund Investment Session with Sakthi PV
1:1 Mutual Fund Investment Session with Sakthi PV A personalised 30-minute session to understand your financial goals and help you build a structured approach to mutual fund investing. This session is primarily for investors looking to start or invest a minimum of ₹10,000/month through SIPs. Lumpsum investors are also welcome. What we will cover: Understand your financial goals and investment requirements Review your existing mutual fund investments, if any Discuss SIP and Lumpsum investment options Discuss STP and SWP requirements, where relevant Understand your investment time horizon and risk preferences Identify portfolio overlaps or areas that may need attention Discuss suitable mutual fund categories based on your requirements Explain the investment process and related costs Discuss the next steps for starting or continuing your mutual fund investments Ongoing support for mutual fund transactions and portfolio-related requirements Why invest with us? This is not just a one-time consultation or advice session. Once you onboard with us, I will personally support you throughout your investment journey — from understanding your financial goals and analysing your requirements to structuring your mutual fund portfolio and reviewing it periodically. For us to provide proper long-term portfolio support, reviews, rebalancing and ongoing investment assistance, your mutual fund investments need to be onboarded and maintained with our team. By staying invested with us for the long term, we can continuously understand your portfolio, track your investments, identify areas that may need attention and make necessary portfolio-level changes when appropriate. Your only job is to stay committed to your financial goals and continue investing. We take care of the ongoing portfolio support and investment-related assistance. The objective is to build a long-term investment relationship, rather than simply providing a one-time consultation. Session Details Duration: 30 minutes Mode: Online – Google Meet Eligibility: Primarily for investors looking to invest ₹10,000+/month through SIPs or make meaningful lumpsum investments. Please note: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
