Dedicated Advisory Desk
Lovak Money has a team of dedicated professionals for providing the best investment solutions to the investors. Our solutions are totally customized and unbiased as per clients’ needs because we understand each one has a unique approach and risk profile towards their finances. We offer personalized investment strategies and design them into a tailor-made portfolio which suits the best in clients’ interest. A dedicated relationship manager is allocated to each customer to implement the 8 Fold wealth approach - Understanding the current situation, ascertain the risk profile, setting the investment objectives, identifying the investment options, execution of investments, monitoring the portfolio and periodic review of the portfolio.
Guided Investment Advisory Services
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