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Sanjeev Govila | Answer |Ask -Follow

Financial Planner - Answered on Oct 24, 2023

Colonel Sanjeev Govila (retd) is the founder of Hum Fauji Initiatives, a financial planning company dedicated to the armed forces personnel and their families.
He has over 12 years of experience in financial planning and is a SEBI certified registered investment advisor; he is also accredited with AMFI and IRDA.... more

Question by Parag on Oct 16, 2023Hindi

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Is there any way I can send my whole portfolio to evaluate, even if its paid its ok, please let me know

Ans: Dear Parag, That would not be possible with us since my company, Hum Fauji Initiatives, only deals with armed forces officers (Army, Navy and Air Force) and their close relatives. Nevertheless, there are plenty of good financial advisors all across the country. You can simply google search and connect with them for your requirement.

DISCLAIMER: The content of this post by the expert is the personal view of the rediffGURU. Users are advised to pursue the information provided by the rediffGURU only as a source of information to be as a point of reference and to rely on their own judgement when making a decision.

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Question by Avinash - Oct 22, 2020Hindi

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can you plz advice me on my portfolio. thank you.

Ans:

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Question by Harsh - Oct 22, 2020Hindi

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please review my portfolio

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Ramalingam Kalirajan |9198 Answers |Ask -Follow

Mutual Funds, Financial Planning Expert - Answered on Apr 26, 2024

Question by Lucas - Apr 26, 2024Hindi

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Do note that I didn't ask about your clients portfolios. Kindly read my question again

Ans: Revealing my portfolio publicly could lead to misinterpretation and set inaccurate expectations. Each client's risk appetite and financial goals are unique, and my personal portfolio may not align with theirs. Sharing it might create a wrong influence, potentially leading to inappropriate investment decisions. A professional CFP maintains the integrity of tailored financial planning and respects individual client needs and circumstances.

Ramalingam Kalirajan |9198 Answers |Ask -Follow

Mutual Funds, Financial Planning Expert - Answered on Jun 19, 2024

Question by Priyanka - Jun 19, 2024Hindi

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Hi Sir, Thank you so much for a detailed response, it's highly appreciated that you consider responding with detailed analysis and thoughtful approach. I certainly take your advice and follow the directions! Is there any way if i sometimes reach out to you directly for the annual review of my portfolio? Best Regards, Priyanka June

Ans: I appreciate your trust and willingness to connect.
Let's embark on this financial journey together.
You can reach me through my website mentioned below.
This platform has restrictions on sharing personal contact. Hope you understand.

Best Regards,
K. Ramalingam, MBA, CFP,
Chief Financial Planner,
www.holisticinvestment.in

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DISCLAIMER: The content of this post by the expert is the personal view of the rediffGURU. Investment in securities market are subject to market risks. Read all the related document carefully before investing. The securities quoted are for illustration only and are not recommendatory. Users are advised to pursue the information provided by the rediffGURU only as a source of information and as a point of reference and to rely on their own judgement when making a decision. RediffGURUS is an intermediary as per India's Information Technology Act.

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