Investing in Direct Stocks

Investing in direct stocks involves purchasing shares of individual companies listed on the stock exchange. At Legend Consultancy, we have a team of experienced professionals who analyze companies' financial reports and industry trends to identify high-quality stocks for investment. We have also partnered with a talented business analyst who provides in-depth analysis and recommendations on various listed companies.

Our investment strategy involves diversification, which means that we invest in a range of stocks across different industries and sectors to minimize risk. Once we have identified a company to invest in, we determine the appropriate allocation of funds based on the client's risk tolerance and investment goals.

We believe that investing in direct stocks can provide strong returns over the long term, and we take a disciplined approach to managing our clients' portfolios. We monitor our investments regularly, making adjustments as needed to ensure that we are maximizing returns while minimizing risk. Our goal is to help our clients build a diversified portfolio of high-quality stocks that will help them achieve their financial goals.

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Investing in Mutual Fund

Investing in mutual funds involves pooling money from many investors to purchase a diversified portfolio of stocks, bonds, or other securities. At Legend Consultancy, we offer professional guidance to help clients invest in mutual funds that align with their investment goals and risk tolerance.

Our approach involves conducting an in-depth analysis of mutual funds, including tracking the fund manager, analyzing the AUM (Assets Under Management), reviewing the portfolio holdings, and evaluating past performance. We also consider other factors such as the expense ratio, standard deviation, and beta of the fund's portfolio to ensure that our clients are investing in a high-quality fund.

Our experienced team stays up to date on market trends and monitors the performance of the mutual funds we recommend regularly. We believe that investing in mutual funds can provide diversification benefits and help clients achieve their financial goals. By selecting mutual funds with strong past performance and well-regarded fund managers, we aim to help our clients maximize their investment returns while minimizing risk.

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Investing in PMS

PMS (Portfolio Management Services) is a customized investment service that allows investors to have more control over their investment portfolio. At Legend Consultancy, we have partnered with various industry-leading asset management companies to offer our clients access to high-quality PMS services.

We recommend PMS to clients who are seeking higher returns than what is typically available through mutual funds. Our investment process for PMS is similar to that of mutual funds, including analyzing the fund manager, reviewing the portfolio holdings, and evaluating past performance.

We work closely with our clients to understand their investment goals and risk tolerance and recommend PMS that align with their needs. Our experienced team regularly monitors the performance of the PMS and makes adjustments as necessary to ensure that our clients' investments are optimized.

Our partnerships with top asset management companies like Motilal Oswal, Marcelleus Investment Managers, Poonartha, and Turtle Wealth allow us to offer a wide range of PMS options to our clients. We believe that PMS can provide investors with a tailored investment solution that can help them achieve their financial goals.

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Life Insurance

At Legend Consultancy, we strongly believe that life insurance is an essential financial planning tool for individuals starting their career in their 20s. Our approach to life insurance is focused purely on insurance and not a combination of insurance and investment plans like ULIPs.

We believe that by keeping investment and insurance separate, clients can receive the maximum possible coverage at the lowest possible premium. ULIPs often come with high premiums and may not offer sufficient life coverage, as part of the premium also goes towards investments. Instead, we curate 1 or 2 insurance schemes from a selection of 10-15 insurance schemes that we have evaluated and believe to offer the best coverage and benefits.

Our team works closely with clients to understand their life insurance needs and recommends policies that offer the best value for money. We prioritize transparency and simplicity in our insurance recommendations and ensure that our clients understand the policy features and benefits before making any decisions.

We believe that life insurance is an important part of financial planning and can provide peace of mind to individuals and their families in the event of unexpected life events.

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General Insurance

At Legend Consultancy, we understand that protecting one's assets and properties is an essential part of financial planning. That's why we offer a wide range of general insurance options to our clients, including insurance for cars, bikes, homes, travel, workman compensation, and more.

Our team works closely with clients to understand their insurance needs and recommends policies that offer comprehensive coverage at competitive prices. We prioritize transparency and simplicity in our insurance recommendations and ensure that our clients understand the policy features and benefits before making any decisions.

We partner with leading insurance companies to offer our clients the best options for their general insurance needs. Our partnerships with these companies enable us to offer a wide range of policies with varying coverage levels, deductibles, and premiums.

We believe that having general insurance coverage can provide peace of mind to individuals and families in the event of unexpected events like accidents, natural disasters, or theft. Our goal is to provide our clients with the right insurance solutions to help them protect their assets and properties.

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