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Financial Planning
A financial planning exercise ensures you get the benefit of a customized portfolio that addresses your specific financial needs and goals. At Aditya Birla Money, we map your needs, risk appetite and expectations to create your individual, unique portfolio:

An overview of our approach:

  • Identifying your financial goal

    We start by identifying your financial goals- What is your background? Your investment pattern? Your risk appetite and expectations regarding returns on investment? A thorough understanding of these questions allows us to create a profile unique to your specific needs, and offer you investment options that best suit you.


  • Investment plan

    With a keen insight into your short- and long term goals, we build a suitable asset allocation plan. Armed with this plan, your Relationship Manager then works closely with you to rebalance your portfolio.


  • Portfolio construction

    Our dedicated Wealth Manager will take you through every stage of the investment process, always ensuring that the health of your portfolio is never compromised. We execute a tailor-made investment strategy across the breadth of your investment portfolio, maintaining complete confidentiality at all times.


  • Portfolio maintenance

    Your Wealth Manager will proactively monitor the state of your portfolio, periodically re-evaluating each account. This ensures that you get time to react to market fluctuations. A carefully crafted alternative investment strategy can be devised to capitalize on changing market trends.


  • Portfolio review

    Your portfolio is periodically reviewed, so that your current investment horizon can be smoothly realigned to stay in line with the changes in your investment needs, patterns and goals.
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Securities Broking is through Aditya Birla Money Limited; NSE - SEBI Registration No.: Equity - INB 23 1347031, Derivatives – INF 23 1347031, Currency – INE 23 1347031; BSE-SEBI Registration No.: Equity - INB 01 1347037, Derivatives - INF 01 1347037; MCX - SX - SEBI Registration No.: Currency - INE 26 1347031; USE - SEBI Registration No.: Currency – INE 27 1347036. NSDL: IN-DP-NDSL-141-2000, CDSL: IN-DP-CDSL-543-2010. Commodity Broking is through Aditya Birla Commodities Broking Limited; NCDEX Membership No.: 00158; NMCE Membership No.: CL0110; MCX Membership No.28730; FMC Registration No.: NCDEX / TCM / CORP / 0180; NMCE / TCM / CORP / 0030; MCX / TCM / CORP / 0023. National Spot Exchange Membership No : 12590. Mutual Fund Distribution is through Aditya Birla Money Mart Limited, ARN 0003. Life Insurance is through Aditya Birla Money Insurance Advisory Services Limited, licensed to act as a Corporate Agent of Birla Sun Life Insurance Company Limited. IRDA license no. BSL 308007. The services of myuniverse.co.in are offered by Aditya Birla Customer Services Private Limited.


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