Investment Forensic Services
Unlock the True Potential of Your Investments
We perform a full audit of your portfolio and conduct deep-dive research across the industry to ensure your investments are optimized for your goals, risk profile, and long-term objectives.
Are Your Investments Truly Working for You?
Many investors rely on past advice, random tips, or product-focused recommendations, leaving their portfolios misaligned with their goals. Without a systematic audit and research-driven approach, investments can underperform, expose you to unnecessary risk, or fail to meet long-term objectives. Wealth Radar’s Investment Forensic Services ensure your money is working efficiently, backed by industry-wide research and expert analysis.
How We Optimize Your Portfolio for Maximum Impact
Portfolio Audit – Understanding Your Current Investments
We review all your existing investments — mutual funds, insurance-linked products, stocks, fixed deposits, pension schemes, and more — to assess alignment with your goals, risk tolerance, and performance expectations.
Gap & Risk Analysis
Identify underperforming instruments, overexposure to certain risks, and gaps in your portfolio that could hinder achieving your financial objectives.
Investment Research – Industry-Wide Insights
We conduct in-depth research across the entire investment landscape to identify the most suitable options — equities, debt, mutual funds, and other instruments — that align with your strategy.
Recommendations & Strategy Alignment
We provide actionable, unbiased recommendations for restructuring, reallocating, or diversifying your portfolio to optimize performance, manage risk, and align with your long-term objectives.
Implementation & Continuous Monitoring
Once changes are approved, we assist with execution and provide annual monitoring to ensure your investments remain on track, adjusting for market shifts, goal changes, or evolving risk preferences.
Investment Strategy
Through this process, you’ll gain a clear understanding of where and how to invest for your child’s future. We’ll guide you in identifying the right types of investment instruments that match your goals and risk profile.
Why Choose Wealth Radar’s Comprehensive Financial Planning?
Smart planning for a secure future.
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Comprehensive Audit
Review of all your investments for alignment, risk, and performance.
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Unbiased, Research-Driven Insights
Full industry comparison ensures the best options are selected.
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Optimized Portfolio Strategy
Tailored restructuring for maximum efficiency and goal achievement.
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Premium Service & Continuous Support
Dedicated guidance and ongoing monitoring to stay on track.
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Peace of Mind
Confidence that your investments are fully optimized for long-term success.