First step in the right direction. You need to explain what you are looking for and we will explain how we can help you reach your goals. We need to understand basic details about you, your family, and your goals. If both ends are in sync, We can move to next step. There will be no charges for this meeting.
Once we both agree to work together, we will collect your KYC details and provide Letter of Engagement. You need to sign and pay full fees. We will collect all information and documents needed for preparing your financial plan. Please note that your plan is as good as your Data. We will send an email link for completing your risk tolerance test.
This is a very important session and you are requested to attend the session with your spouse. We will understand your financial goals, your thought process about money and its management, why you do about what you do with money. We listen to you till you complete your story.
- We will prepare your goals list and get approval from you over mail.
We will explain your risk profile and recommend asset allocation strategies for you. You will be able to make an informed decision about how to work on asset allocation suitable for you in the long run and how to build financial resources to fund your goals. We explain how financial investments can help you reach your goals comfortably. Pros and cons of most of the major investments and basics in personal finance are explained here.
- You choose your asset allocation and we will work on it.
We have your goals, income, expenses, investment details, risk profile and your choice for asset allocation. We will prepare your financial road map with action points for each goal and investment products. We will also cover your basic requirements such as protection need analysis, and emergency fund requirements. Your goals are our priority. We focus on how to reach your goals comfortably.
- Your financial plan will be discussed along with all numbers and workings
Thanks for your patience. You will be provided with investment advise on what you need to do for each goal. You need to implement your financial plan on your own.
- We recommend you to invest in direct plan for MF investments and chose direct option for all investments wherever applicable.
We wish you Happy investing
Request your feedback on our process
Life is dynamic and your financial plan needs to be updated for changes in your financial life. You are advised to review your financial situation once in year. You need to approach your financial planner for review.
Less frequent the actions, better your financial life.