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…
Investment Perception
Money Perception makes all the difference, Making Money to Managing Wealth
Gathering & Organizing Financial Data
To bring order and convenience, A System to monitor the right asset allocation in the ever-changing financial world
Goal Analysis & Rationalization
Understanding the need and aspiration (to buy a Maruti or Mercedes), duration (when), and breakups (corpus size).
Risk Assessment
Discovering how much volatility is good for you knowing fully your risk tolerance and capacity.
Cash Flow Analysis
Speaks all about our spending habits and how much we can spare for investments
Clarity on Result Time Frame
To have clarity about when we are achieving our goals for just NOT to be impatient.
Tax Strategy
Leave no stone unturned to save maximum tax for investment into higher yield as long as the sovereign allows it.
Protection & Insurance Coverage
Understanding well will surely give us sound sleep and not jeopardize our Apple (investment) cart
On Board Option
Freedom to choose from alternative options for wealth management association with us.
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
Right Valuation
Buying at the right valuation, which is in our control, we can ensure better & faster compounding.
Suitability of the Products
Right product mix can check the volatility, protect the capital and yield the required return
Asset Allocation & Diversification.
Perhaps only tool available to common investors, to manage risk while seeking for higher returns
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
Plan presentation
A detail discussion about the comprehensive Road map for your financial wellbeing
Plan Modification
Incorporating the finer points from customer feedback to arrive at mutually agreed plan
Plan Execution
Executing the plan by cost effective way through simple financial products
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 Success begins with completion of 1000 days into investment plan, the first milestone. We ensure this for each and every of our customer.
Review & Rebalancing
Periodic rebalancing the financial plan to keep it in right quadrant of volatility and growth
Hand Holding & Sharing Insight
When the journey is far and turbulent, only wisdom and hand holding can make you stay on track
Monitoring Progress as per the plan
A sort of checking the milestone, that ensures us to reach the goal in time
We will love to meet with you! Contact our financial planners and advisors to schedule an appointment.
Contact Us