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We assist individuals and businesses in achieving their financial goals through goal-based investments, risk management, and strategic financial planning. At My Portfolio Services, we take a holistic approach, emphasizing risk assessment, strategic asset allocation, and long-term wealth creation. A well-structured portfolio balances exposure across debt, equity, and alternative investments, ensuring stability and growth while mitigating risks. True financial progress begins with disciplined savings, and we help maximize their potential through secure, liquid, and high-yield investment avenues. Whether it's a low-interest portfolio loan, structured investments for your child's future, homeownership planning, or a secure retirement, our strategies guide you toward financial success with confidence.
My Portfolio Services offers a comprehensive range of financial solutions tailored to your needs:
Life is a journey filled with financial milestones, and we help you plan for them with structured investments. Whether you are working towards long-term goals like your child’s education, their marriage, or your retirement, or focusing on short-term aspirations such as buying a car, a house, or taking a dream vacation, our goal-based investment strategies ensure that you stay financially prepared at every stage of life.
A secure financial future begins with a strong foundation, and Term Life Insurance is the key to protecting your family’s future in your absence. Additionally, unexpected medical expenses can derail financial plans, making comprehensive health insurance essential. We help you safeguard your wealth by providing health insurance solutions, including top-up policies, ensuring complete protection during your working years and post-retirement.
Growing your wealth requires a well-diversified investment approach. We help you build a strong and rewarding portfolio through Mutual Funds, Equity, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). Our strategies align with your risk appetite and long-term financial aspirations, ensuring steady wealth accumulation over time.
Businesses require smart financial solutions to optimize liquidity and enhance returns. Our corporate solutions include Treasury Management to efficiently manage funds, Short-Term Parking options such as USIF for flexible investment opportunities, and Long-Term Parking solutions like MTF and ESF, ensuring businesses can make the most of their financial resources.
A financially secure retirement is built on careful planning and strategic investment. We provide dedicated retirement planning solutions, including the National Pension System (NPS) and other pension plans, to ensure that you enjoy a comfortable, stress-free life post-retirement. Our approach ensures that your golden years remain financially independent and worry-free.
Our team of Certified Financial PlannersCM ensures that every financial decision is well-structured, research-backed, and aligned with your life goals. With 15+ years of experience in investment planning and risk management, we offer tailored financial solutions that maximize your wealth while securing your future.
We take pride in delivering exceptional service and memorable experiences. Here's what some of our valued clients have shared about their journey with us.
Thank you for your exceptional guidance and support! You're a true expert in your field, consistently delivering top-notch service with intelligence and professionalism. Your work is flawless, and I couldn't ask for more. Your expertise is truly appreciated - keep up the fantastic work!
I am working with my portfolio service since last 7 years and I am satisfied with them Mr. Anjal he is very honest and trust worthy he always guide in proper way and very simple language, I recommend to all my relatives and my friend.
All financial services like LiC, Vehicle insurance, mediclaim policy and handling, tax savings options etc. Should made available under one roof.
In depth knowledge of product which ever they pitch. They always pitch correct product for their customer weather commissuon is less. Need accessmeant is done all time. Guide us correctly.