Busy Schedules Making Money Management Challenging and Time Taking Process
Let Us be your finance head
Balance the stress and work with focus on the your job
HOW WE DO FINANCIAL PLANNING
Establish the Relationship and Understanding
Stepping into your shoes is an utmost necessity for us. To serve your purpose better, 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 present the financial planning recommendations with live discussions in a way that allows the client to make an informed decision
Implementation & Documentation
Presentation and implementation of suitable products fulfilling the financial plan recommendations. Necessary documentation and start of building a full-fledged portfolio covering all financial planning aspects.
After every 6 or 12 months, necessary review meetings to assess the goal achievement percentages and any urgent change requirements 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