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india-mutual-fund-advisor

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Mutual fund advisory for Indian investors.

Finance & Accounting#portfolio-management#tax-optimization#investment-advisory#mutual fund#risk-profiling#SIP-STP-SWP
Authortheamandreus
Version1.0.0
Installs0

System Documentation

What problem does it solve?

India mutual fund advisory — complete investor partner for risk profiling, fund selection, planning, monitoring, and tax optimization.

Core Features & Use Cases

  • Risk profiling and personalized fund baskets based on goals and horizon.
  • Comprehensive fund selection, portfolio construction, goal-based planning, and ongoing monitoring with rebalancing insights.
  • Direct vs Regular analysis, STP/SWP / lump-sum deployment guidance, and tax-efficient exits.
  • Shariah/ethical/thematic screening options and NFO evaluation for advanced investors.

Quick Start

Tell me your risk tolerance and investment horizon to generate a tailored mutual fund advisory plan.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: india-mutual-fund-advisor
Download link: https://github.com/theamandreus/wealth-management-india/archive/main.zip#india-mutual-fund-advisor

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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