Chartered Wealth Manager | Founder, EraVIII Capital Not a sales pitch. A clear picture of where your money stands, whether you are just starting out or already invested. What you walk away with An honest read of where your money sits today The gaps most people miss: fund selection, overlapping funds, too much in one place, idle cash, thin cover One clear next step, whether or not you work with us Keep handy (optional) A recent statement of your stocks and mutual funds, if you have any Your running SIPs and policies What the money is for, and by when Want a head start? Open your demat account online with Motilal Oswal Financial Services Ltd.: https://mosl.co/MOSWEB/X33UrPZWMl. It is optional, and you can also do it after the call. EraVIII Capital is an Authorised Person of Motilal Oswal Financial Services Ltd. Investments in the securities market are subject to market risks. Read all related documents carefully before investing.