Congratulations on getting your personal portfolio review! You’ll wish you’d done it sooner.
It’s easy to get started right away.
Copy and paste the questions in this document and send to your existing pension scheme, IFA, or Wealth Manager to get up to date data for us to review.
Send it with this email copy…
Their response can take up to 14 days.
Then, forward their response to me at:
Feedback from fellow investors …
Manish Kataria CFA
Set-and-forget, low-cost investing is not only possible. It’s Smart.
Manish is a CFA-qualified ex-fund manager with over 20 years’ experience helping investors grow wealth without high fees, market noise or guesswork.
He helped manage over £1 billion in assets for JPMorgan and other global investment houses, including running a £250 million fund himself. His expertise spans Stocks, ETFs, Multi-asset Funds, and Options – built on a simple, proven process – not hype.
Outside the markets Manish has two children, is a keen sports fan, and is a property investor that gives him a grounded, real-world approach to building long-term financial independence.
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