Financial Planning

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What do we offer?

We act as Financial Planners and Investment Advisors to clients. This is how we do it:

  • Identify financial goals
  • Develop strategic investment plans
  • Help execute transactions, sometimes with the help of other professional agencies

Why are these significant?

Investment plans are aimed at creating, sustaining and growing wealth. The aim is to enable our clients make marked improvements in their investment strategies. Each client, we believe, is unique and special. Each of them requires customized inputs for wealth management. Taking the right financial decision at the right time is the key to success.

We work out ways to preserve, manage and transfer their wealth. At all times, we advice clients on the following aspects:

  • Assess risk profiles
  • Create the most efficient portfolios
  • Monitor and re-balance portfolios, depending on changes in risk profiles
  • Keep transaction and management costs under control

Our guiding principles

  • We are a process-driven organisation that provides unbiased advice to clients
  • We aim at offering complete wealth management solutions
  • We derive our experience from dealing with many discerning clients, who have received authentic financial advice from us

We always go by results – for us, some of the key questions are:

  • Have we added real value to the client’s investment decisions?
  • Did the client actually achieve his financial goals?
  • Have we monitored his strategy efficiently, fine-tuned it to meet changes in his life-stage and manage new risks that may have newly emerged for him?

What should you do?

Talk to us. Get ready for a session with our executive, who will initially steer our relationship with you

Meet us at your convenience for a more detailed discussion. For this, you will need to state some of your basic requirements

We will then analyse your needs. For this, you will be required to fill in a questionnaire

You will then prepare to weigh the pros and cons of your options – these will relate to various aspects of planning:

  • Children’s education
  • Health
  • Insurance
  • Retirement
  • Loans
  • Personal dreams – may be, a second home, a world tour, an expensive villa