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Home
Services
Financial Consulting
Investment Planning
Portfolio Review & Management
Business Financial Strategy and Advisory
Risk Assessment and Insurance Strategy
Solutions
Individuals & Families
Entrepreneurs & SMEs
Professionals
NRIs
HNIs
Subscriptions
PMP
Resources
About Us
Case Study
Blog
FAQ
Jobs
Clients
Contact Us
My Account
FAQ
Home
FAQ
TGM Securities
FAQ
How do I start with TGM Securities
Book a free consultation via phone or the contact form.
Do you guarantee returns?
No reputable adviser can guarantee returns. We design plans aimed at long-term growth and risk management.
What documents do I need for onboarding?
Photo ID, PAN, proof of address, latest bank statement and any existing investment statements.
How often will you review my portfolio?
Standard review is quarterly. We can do monthly monitoring for active mandates.
Is there a minimum investment?
We work with all sizes of portfolios. For managed mandates, minimums may apply and will be discussed during consultation.
How are your fees structured?
Fees depend on service type: one-time advisory, ongoing retainer or percentage of assets under management. We discuss fees transparently.
Do you help with tax filing?
We provide tax planning and assistance. For filing, we support documentation and can recommend filing partners.
Can I change my plan later?
Yes. Plans are flexible and updated with life changes or goals.
Are you regulated?
We follow applicable Indian regulations and KYC norms. Specific regulatory registrations vary by service.
Do you work with NRIs?
Yes. We provide advisory for NRIs subject to regulatory guidelines.
Can I cancel services?
Yes. Service cancellation terms are in your agreement and depend on the package.
What if I have an urgent financial issue?
Call our support number for emergency guidance. We will prioritise urgent matters.