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Advisory Services
Our Advisory services covers all aspect of an individual's finances. So whether you are starting a fresh or have some existing investments that you are not sure about, we can guide you. While we can assist with any type of requirement, but normally the below mentioned services cover most of the issues facing individuals:
Investment Advisory
Investment Advisory is a Vanilla offering for individuals who wish to invest money gainfully. We help you choose products from our wide variety of mutual fund schemes, bonds, insurance-based investment products etc. Our value add is to help choose products that are in line with your risk appetite and financial objectives.

Based on your goals, time frame for investing and risk/reward tolerance, we choose the right combination of investments and customize an asset allocation strategy for your portfolio.

As your investment advisor, we try to maximize your post-tax returns through careful portfolio construction, risk management, and disciplined rebalancing. We aim to consistently deliver high risk-adjusted returns, irrespective of your specific investment goals.

Our services include:
  • Investment consulting
  • Investment recommendations
  • Portfolio review & monitoring
Insurance Advisory
Insurance is a part of any sound financial plan as it provides security for your accumulated wealth. As one of the largest benefits, our qualified professionals at I Solutionz help you evaluate your current policies and determine whether they are best fit for your personal situation.

Your ability to successfully manage risks is one of the key elements for protecting and planning for your wealth. But determining how much insurance you need and what type you should buy is a complex and often confusing task. Whether we design your specific product or advice on your current policies, we possess the expertise to provide sophisticated, objective advice to help achieve your goals.

Avoiding mistakes is not just saving money but also cashing in on the time value of money.

For your customized advisory services, please do contact us.