Our planning process is grounded in the belief that advice and service should be as unique as the individual. Each financial plan is tailored to the client’s specific circumstances taking into account their cash flow, investment objective, personal goals, and other factors.
We understand your biggest concerns, most important goals and unique situations.
This call will help us understand your life journey, your unique approach towards money, what money means to you and how you want us to help you.
We will take you through our process and help you understand how we can help you create a financial plan to achieve your goals.
We will share a formal Letter of Engagement with the terms of service for your digital signatures.
On successful payment of the agreed fee, we will share the next steps Risk Profile Assessment, KYC & Data Collection.
We will collect essential financial information like income, expenses, assets liabilities and priorities to help us build an accurate, detailed financial profile to tailor our recommendations.
We will prepare a customized financial plan, where we assess your current cash flows and asset allocation. Your financial plan will include insights on debt management, insurance, retirement and goal planning. The financial plan will achieve three objectives.
Give you clarity on your financial goals. Will help you understand which goals you can achieve and what changes you need to implement.
Simplify investment options and help you understand the various investment instruments.
Provide a structure to monitor and manage your financial plan on a on-going basis.
A financial plan is no good if you are not able to implement the action points. We will share an excel based action points execution tracker with the list of all action points.
You can start implementing the action points – making new investments, adjusting spending habits, or prioritising goals. We will connect after a month for a review to understand the progress on implementation of the financial plan.
As life changes, your financial plan will need to evolve too. We’ll schedule regular reviews – either quarterly or half-yearly depending on your circumstances & requirements, to track your progress and make necessary adjustments.
We do not place any restrictions on the number of meetings or queries you raise that will help you stay on course to meet your financial goals with professional guidance.
Common Challenges:
1. Feeling overwhelmed by complex investment options
2. Unsure if savings are enough to maintain their lifestyle in retirement
3. Wants a plan that works for their busy life
Common Challenges:
1. Conflicting financial goals (home purchase, children’s education, retirement)
2. Unsure how much to allocate to each goal
3. Limited time to manage financial decisions
Common Challenges:
1. Uncertain if current investment portfolio is optimized
2. Unsure about asset allocation and portfolio rebalancing
3. Concerns about balancing risk and return to ensure long-term security for the family
Common Challenges:
1. Uncertainty about whether they have saved enough for retirement
2. Concern about market volatility affecting their investments
3. Desire to leave a financial legacy for children
Understand Your Financial Situation
We provide you with a detailed understanding of your financial situation, helping you gain clarity on:
Focus on What Matters
Successful financial management doesn’t have to be complicated. We believe in simple strategies that deliver long-term results. Here’s how we ensure simplicity:
Framework for Taking Action
A financial plan isn’t just something you create once and forget. It’s a living guide that requires consistent monitoring and adjustment. We provide you with a framework for action that covers three major triggers:
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