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Portfolio Advisory

Actively managed, risk-calibrated portfolios with transparent, ongoing reporting.

Enquire About This Service

Portfolio Advisory is our core investment management service: actively managed portfolios built around your risk profile, time horizon, and liquidity needs, with performance measured against your goals, not a generic benchmark.

It suits individuals and institutions who want professional management without giving up visibility into what they own and why. You keep full transparency; we handle the research, rebalancing, and reporting.

How It Works

1

Risk Profiling

We assess your risk capacity and tolerance through a structured questionnaire and conversation.

2

Strategy Design

Your advisor proposes an asset allocation and instrument mix aligned to your profile.

3

Implementation

We execute the strategy across your chosen custodian, with full documentation.

4

Ongoing Review

Quarterly reviews and rebalancing keep the portfolio aligned as markets and goals shift.

Note: Portfolio Advisory is offered on a fee-only basis; StringFP does not earn commission on the instruments recommended.

What You’ll Need

  • PAN and KYC documentation
  • Minimum investable assets of Rs.25,00,000
  • A completed risk-profiling questionnaire

Other Services

Wealth Planning Alternative Investments Insurance Advisory Mutual Funds

Have Questions?

Talk to an Advisor

Want to Know More About
Portfolio Advisory?

Write to us directly and an advisor will walk you through how this service works for your specific goals.

stringsfp@gmail.com