Client Profiling

 

Client profiling – This is pre-requisite prior to embarking on any other steps in financial planning. You are unique and so are your financial and other needs. We follow the following steps:

  • Ascertaining your current and future financial position
  • Risk appetite inference
  • Asset liability management
  • Determining the net cash flow (reserves) for investment
  • Aligning your investments with your goals

We ensure that whatever goals are set, are executed and monitored to ensure continuity and realisation of our vision to be partners in your success.

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Our portfolio management services should cost a fraction of what a traditional investment advisor charges. Apart from this, if we make any commissions/ brokerage from service providers, we provide you full disclosure of the same to you.

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