OUR PROCESS

We have a holistic approach and structured process to create executable plans to make the financial lives of our clients simple and hassle free.

We are a friend in need, philosopher in money management and guardian of your wealth.

Our journey together has these milestones…

1. Financial Planning

• Review your existing financial situation
• Assessing & analysing of life goals
• Creation of a Financial Plan - a frame work for wealth creation

2. Portfolio Construction

• Asset allocation as per goals 
• Selection of securities and funds
• Managing balance in the trinity - Return, Risk and Liquidity

3. Easy investing

• Setting up online account for investments and tracking
• World class research, analytics and CRM using state of the art technology 
• Hassel free investments & customised tracking

5. Investment Tracking & servicing

• Portfolio tracking, anywhere, anytime, any device
• Reporting for investment taxation & auditing
• Goal based tracking & personalised service

6. Regular reviews

• Periodic assessment of goals
• Rebalancing of portfolio based on targets /valuations
• Incorporating change in strategy and action, as and when required