We follow a transparent, well informed process keeping you at the core.
We begin with an in-depth, face-to-face meeting to understand you and your thoughts on investments. Then we discuss your goals and objectives; and how we can assist you to achieve those goals.
In this step, we gather all your details with complete honesty and transparency. The details may include your Cash flow, Net worth, Insurance, investments in Real Estate, Fixed Income, Direct Equity, Mutual funds. The idea is to understand your current situation. This step is as crucial as understanding your goals. We update this data in a visually appealing, clutter-free format on a digital platform for future reference.
Based on our discussion and gathered information, we analyse your current situation, re-define your goals and help you prepare your current cash flow statement & net worth statement. We develop a plan you’re comfortable with. This plan is designed keeping in mind your age, risk tolerance, current situation and goals in life. We put your money to work by linking your current investments to your goals.
We believe planning is futile if one cannot execute it. We help you execute the plan customised for you. We advise you to hold on or disinvest a plan so that your investments are optimised to highest ROI. All along this journey, we keep check of the risk factor so that you meet your goals as planned.
Planning is an ongoing process. The review sessions analyse the changes happened in your life after implementing the plan. Apart from the front, these changes can be regarding lifestyle, health or career prospects. We help you revisit your goals and update the plan if needed.