Somewhere in our Busy Schedules, Managing the Finances on a personal level is becoming a challenging and time taking process.
Quarterly review with a financial expert is a proven to be great for balancing the stress and work with focus on the your profession or Job.
HOW WE WORK WITH CLIENTS
Establish the Relationship and Understanding
Stepping into your shoes is utmost necessity for us. To serve your purpose butter, we gather all information required through a questionnaire
Analysing the Financial Status
Assessing the actual status is the base of our recommendations. Delivering the actual financial status is very critical and we may take little more time while our team brainstorms for final gatherings.
Recommendations and Presentaion to Clients
Develops the financial recommendations based on the selected strategies to reasonably meet the client’s confirmed objectives, needs and priorities; and presents the financial planning recommendations and the supporting rationale in a way that allows the client to make an informed decision
Implementation & Documentation
Presentation and implementation of the suitable products fulfilling the Financial Plan Recommendations.
Necessary Documentations and Start of building a full fledged portfolio covering all financial planning aspects.
After every 3 months, necessary review meetings to assess the goal achievement percentages and any urgent change of products implemented.
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