Our first meeting typically involves a fact finding exercise. The core purpose is to gather necessary data to ensure a thorough understanding of your financial situation which includes investment objectives, goals, priorities, needs & risk profile.
This becomes the basis for the creation of a comprehensive financial plan.
Post discovering your existing financial situation, our advisory team does a thorough analysis of the data gathered.
The team helps you to identify the gaps from where you stand financially and works towards designing a Bespoke plan suitable to your goals and objectives
Depending on what is most suitable for your portfolio and keeping in perspective the Risk, Return and Tax efficiency parameters, the team creates multiple investment strategies from a wide range of investment products.
An ideal investment horizon of the product must correspond with the time period for your goals.
Through in-person meetings, we will present our recommendations, Investment strategies and proposed course of action to enable you to achieve your financial goals.
Implementation is the key to what makes the Wealth Management Process work. We will help you implement the investment strategies be it offline or online while keeping you informed.
Wealth Management process is not just a one-time activity. A successful plan needs serious commitment and periodical review that suits your changing risk profile, needs and objectives.
Monitoring your investments and reviewing it at regular intervals allows us to make necessary adjustments. We rebalance the portfolio on need basis to ensure that it remains within the allocated risk parameters.
