For people who don’t gamble with their money.
Markets change daily.
Your portfolio must adapt with them.
This retainer gives you ongoing professional management — not one-time advice.
You get:
• Active portfolio monitoring
• Timely rebalancing
• Risk control in volatile markets
• Capital deployment when opportunities appear
• Quarterly performance reviews
• Direct access to Amit Nakra
No guesswork.
No emotional decisions.
Only data-backed moves.
Limited client slots to maintain service quality.
For people who don’t gamble with their money.
Markets change daily.
Your portfolio must adapt with them.
This retainer gives you ongoing professional management — not one-time advice.
You get:
• Active portfolio monitoring
• Timely rebalancing
• Risk control in volatile markets
• Capital deployment when opportunities appear
• Quarterly performance reviews
• Direct access to Amit Nakra
No guesswork.
No emotional decisions.
Only data-backed moves.
Limited client slots to maintain service quality.