Keshav Agrawal, Ria
Do you want to make your investment work harder for you. You can do so by hiring us. We actively manage investments. It can be your retirement account such as IRA (Traditional, Rollover, SEP, SIMPLE, etc) or just a regular investment account. Performance: So far we have been able to grow our accounts more than 20%(Average annual return) in each of last two years. Please take note that Past performance is no guarantee of future results and returns are gross returns. Custody of your funds and securities: We do not have the custody of your funds or securities. You will have to open the account with a large broker firm who will have the custody of investments and cash on your behalf. You will authorize us only to trade on your behalf. You keep the complete control over their funds and securities and have access to your account online all the time to view all the transactions, balances, and statements anytime. Advisor’s Fees: We charge 0.2083% per month (Annualized rate of 2.5%) of the assets, calculated off the market value on the last business day of each month. Disclosure : a. Past performance is no guarantee of future results and returns are gross returns. b. Part 2 of Form ADV : Registered Investment Advisors are required to provide their advisory clients and prospective clients with a written disclosure document. Please contact us for our Part 2 of Form ADV.
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