Do you find the nitty-gritties of investing complex and time-consuming, and sometimes get overwhelmed by market fluctuations?
Well, our job is to make your life easier by saving your most precious resource, which is your TIME.
We believe in transparency and show you the process here that we follow. You will be able to make an informed decision after this.
The first step of the client engagement process is understanding the process of wealth creation.
Do you want to know the science and art of investing?
Unfortunately, there are no shortcuts, astrology, or magic involved.
We will share with you our valuable insights gathered over a period of 15 years on wealth creation and wealth preservation.
You will also get an objective idea about our company and our expertise.
We understand that choosing a financial partner is an important decision.
For this reason, we encourage our prospects to take their time post the presentation, to decide if they would like to work with us.
Once you are assured that your needs and our expertise are aligned, we'll get to know each other and answer any questions you may have.
If you are satisfied with our Presentation, we will discuss in more detail the current opportunities in the market and how we can tap them together.
The objective is to understand your expectations and the working dynamics between us.
We will explain in more detail our Key Philosophy of Asset Allocation.
This step is critical as we will weigh the pros and cons of each Investment Profile, starting from Conservative to Aggressive.
We will map your current and future financial goals, along with your risk appetite.
From our experience and insights, you may adjust your plans and reassess your current portfolio.
Based on your approval of the risk profile in the previous step, we create a customized Investment Proposal for you.
This will accommodate the financial objectives of your family.
It will contain the details of the investment plan and we will clarify any queries that you may have.
After your feedback and changes if required, we will finalize the Proposal
After the Proposal is confirmed from your side, we will do the completion of KYC and Investment documentation.
We start the wealth creation & preservation journey together!
At any time, if you feel the need to review the investment and make modifications, we will analyse and do the same.
