Portfolio Consolidation Services by Deepam Finvest

PERSONAL FINANCE MANAGERS

Helping investors get the best from their Financial

Investments

[email protected] | www.deepamfinvest.com

DEEPAM FINVEST

mailto:[email protected]

http://www.deepamfinvest.com/

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An Investor’s diverse

Portfolio is de-cluttered and Consolidated









The investments were made in the name of 6 family members









Over time the investment

portfolio became too diverse &

cumbersome to track









Deepam collected relevant documents from him to check the status of all investments.









Over the next few weeks, DEEPAM contacted Customer Care department of the companies where investments were made to check the current status of all investments.










After collating & listing all the investment details.....








Deepam incorporated

all the remaining

investments in their software.









The client can now see consolidated status of all investments in a single statement.









Tax related information

is also available readily









The client & his Chartered Accountant are both pleased with the availability of information at the click of a mouse









Deepam is now able to monitor the portfolio efficiently & help the client get optimum returns on investment









Contact usFor FREE Review of your

Portfolio

CLICK HERE to schedule an appointment


http://www.deepamfinvest.com/deepam-learning-centre/webinar-registration








Portfolio Consolidation Services by Deepam Finvest

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