Financial Planning

Financial Planning Process

  1. Establishing Client- Planner relationship
  2. Gathering data and determining financial goals
  3. Analysis of financial health and risk profile
  4. Developing a Financial Plan
  5. Implementation
  6. Monitoring & Evaluation

Stocksbaazigar provides Customized Financial Planning solutions to clients.  We guide them step-by-step and assist them to achieve their financial goals in stipulated time.

Equity Research

Wealth creation is easy when you know where to invest your money? For creating a winner portfolio one should have access to great equity research.

        Stocksbaazigar provides one-pager equity research report to its clients.  The research is carried out for all 3 types of Investing styles.

  1. Value Investing
  2. Growth Investing
  3. GAPR based investing

Financial Education

Stocksbaazigar is committed to make India financially literate. The blog posts by Stocksbaazigar will help you learn many important aspects of Investment and Wealth Management. Apart from the blog, you can see video tutorials by Stocksbaazigar team on Social Media platforms like Facebook and YouTube.

Stocksbaazigar offers short-term courses on basics of share market to new Investors. wiz.

  1. Introduction to Financial Markets
  2.  Basics of Fundamental Analysis
  3.  Basics of Technical Analysis

Newsletters and Emailers

Through our Newsletters and Emailers we provide various updates to our clients wiz.

  1. Portfolio Ideas
  2. Trading Ideas
  3.  Market Updates
  4. Business News
  5. Next big Ideas

Personalized services

'Personalized Services' is the USP of Stocksbaazigar. We never generalize our customers. At Stocksbaazigar, you will always get 'customized solutions' tailor-made for you.


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