We go deep to unlock insight with the courage to act.
Bringing in the right ethics & standards to challenge established thinking that drives results with fin-literacy.
HOW WE WORK WITH CLIENTS
Know What You Need
Knowing About You & Your Priorities will make the base Understanding to start with Solving Problems
Basic Get-to-Know Discussions, Your experience with Previous Advisor (if any), Why do you think you need an Advisor, etc.
Your Work, Specialization, Hobbies, Biggest Headache
The more we know, the Better We Advice!
We will get into details to figure out what are the main problems, how does it look like at this moment, and the urgency of addressing them.
Analysing & Recommending
Deeply Analysing your Financial Status & Products will take us to conclude Recommendations
Analyzing the risk and creating a path to achieve the setted targets
With the main goal to maximize your profits in the available time & Risk appetite. We get to you with a list of suitable funds to venture into.
Apply Solutions & Execute
We gave you medicines, Now is the time to start with how to take them.
Just Presenting the Products won't do good for you. Must do back & forth while making you understand the "why's"
Start the process to implement the finalized to-do's.
Can take from a few days up to a month.
Quarterly Review of implemented actions & keep evaluating any opportunity for changes
WHAT WE DO BEST
Our Work Starts with Relationships. We are always looking for opportunities to know more about you.
We avoid short term recommendation and implement strategies for Long term fulfillment.
Risk can be reduced by optimal mix of Products that Risky in nature and Fixed Return.
We take ownership and quickly correct the if any recommendation doesn't fit the portfolio