SALIL KELKAR
Frequently Asked Questions
Salil Kelkar offers comprehensive investment and securities advisory services, including portfolio management, financial planning, stock market analysis, mutual fund investments, retirement planning, and tax-saving strategies tailored to individual and corporate clients.
To get started, schedule a consultation with one of our expert financial advisors. We will assess your financial goals, risk tolerance, and investment preferences to create a personalized investment strategy for you.
Yes, our services cater to investors at all experience levels. We guide beginners through the basics of investing and help seasoned investors optimize their portfolios for higher returns and balanced risk.
We offer a wide range of investment options, including stocks, mutual funds, bonds, fixed deposits, real estate investment trusts (REITs), and alternative investment avenues like gold and commodities.
We prioritize your financial security by working with SEBI-registered entities and maintaining strict compliance with all regulatory guidelines. Our team conducts thorough research and risk assessment before recommending any investment opportunities.
Our fee structure is transparent and depends on the services you choose. We offer both a commission-based model and a flat fee model for our investment advisory and management services. Details can be discussed during your initial consultation.
We provide regular updates on your investment portfolio, including detailed quarterly reports. Our team is also available for periodic review meetings to adjust your portfolio according to market trends and your evolving financial goals.
The withdrawal policies depend on the type of investments you have made. While some investments, like fixed deposits, have a lock-in period, others like stocks and mutual funds offer more flexibility. We will guide you on the best options based on your financial needs.
Yes, we provide tax-efficient investment strategies and assist in maximizing your tax savings through Section 80C, 80D, and other available deductions. Our advisors ensure that your investment plan is aligned with current tax laws.
You can reach us via phone, email, or through our website. Our customer service team is available to answer any questions and assist you with your investment journey.
We adopt a diversified investment approach to minimize risks and actively monitor market conditions. Our team makes strategic adjustments to your portfolio to protect your investments and capitalize on opportunities during market fluctuations.