Process makes all the difference and we have designed a very simple procedure for you to enjoy a hassle-free investment experience.
Process makes all the difference and we have designed a very simple procedure for you to enjoy a hassle-free investment experience.
Discovery Session
Understand what’s Important to our Clients: A free, no-obligation, All round Financial Health Check up is the first step towards getting our clients finances on track. A 60 – 120 minute discussion with one of our Team member is an easy way to review your goals and circumstances so that you can gain a clear understanding about the options available to you to achieve your idea of financial success. Also during this, we communicate our process and in the first place, whether you need a financial advisor at all. If Yes, in what form…
Rationalization & Goal Setting
On-Boarding & Planning Session: Once our team has a clear understanding of what clients want their money to accomplish, we help clients identify the trade-offs they are willing to make to achieve the life they want to live. Formalities to be completed with the option chosen by the clients.
Every planning, be it Investment or wealth creation, cash flow for lifestyle, education, or retirement, our unique process ensures that investments are structured with
Strategy & Implementation
Investment strategy & Plan Presentation followed by Plan Execution: Clients financial or wealth plan is the road map leading them towards a better financial future. Designed in accordance with the client’s goals and situations, a wealth plan will detail actions that will be implemented over the coming year and into the future to help clients achieve their short, mid and long term goals, which is sustainable and efficient.
Broadly the meeting is on
Follow Up & Review Session
Saving & Investing is a continuous activity, reviewing is as important as starting of anything . This is to follow up and ensure client is on course and has started implementing financial plan and wealth management solutions.
Broadly the meeting is on rebalancing the asset allocation, making necessary changes in weightage & addition & elimination from the portfolio at the right valuation. Success begins with completion of 1000 days into investment plan, the first milestone. We ensure this for each and every of our customer.
