We follow a detailed 6-step process for understanding the client’s needs and then providing them with the optimum solution. Once the recommended solutions are executed, we keep a track of them on a regular basis. Meanwhile, if any changes are required to be done in the portfolio, we consult and make the alterations accordingly.
In the field of personal finance, every recommendation or incidental advice is very specific to each individual. Based on client’s wants and life-situations, a tailor-made strategy is devised and followed through.
We start with developing a plan for the clients considering their life-goals, financial situation, risk taking capability and tolerance. Along with managing your wealth, we also need to consider the succession planning and estate planning for smooth handover of wealth to the next generation without any complexities. Having a proper Will, which includes all the assets and their distribution, helps in such cases.
Instead of selling approach, We follow a consultative approach towards managing your money matters. Your hard earned money need to be managed in a professional way such that there is sufficient downside protection along with a decent scope for growth. If you would like to know more about the wealth management services, please feel free to connect with us.