HA FINSERVE SERVICES

With over 2000 schemes in debt and equity category, the selection of the schemes has to be appropriate with the needs of each individual. As the needs and risk appetite of each individual may differ. Hence, the same financial product cannot be referred to every individual. Moreover, moving forward with the consistent monitoring of investments and rebalancing of your portfolio becomes extremely important from time to time. In addition to this, various servicing needs like a change of bank, updating of address, email ID's, statement of capital gains, re-KYC at intermittent times, etc. Hence, a ‘Financial Service Provider' is always indispensable. The main objective point is "engaging a Financial Service Provider worth it?" Totally, we shall give you all the tools to make decisions on your own. Whether it is rebalancing the portfolio with the changing market and political conditions or scraping out existing non-performing schemes, our portfolio tracker shall enable you with all of them..

Primary location: Kolkata