Process Flow
Meeting with client
At first we arrange a meeting with client and listen carefully the clients thought about investing and expectation from investments why he need financial planner.
Financial Health Checkup
This is most important part of our process. At this part we do complete financial health checkup. We analysis cash flow, income, expenses, assets, liabilities and many more things.
After financial health checkup we asked their long term and short term goals and their financial hopes of future.
Analysis
Once received the data from financial health checkup, we do complete analysis of that data from many angle after that.
Goal Planning
After analysis we make plan of their long and short term goals and their financial hopes. We try to make goal plans to fit according to their financial position.
Portfolio
After making plan we create a basket of best products from one lists that is suitable for them. Then again we explain this product basket to client in very simple way that he/she understands and after their approval we create a portfolio and make transaction very easily.
Review & Track
we actively track portfolio and we make sure that lumpsum, SIP, STP, SWP and other transaction if going proper as per plan.
We review the clients portfolio 2 times in a year because our life is changing every year so as per change on financial condition change and relatively our long and short term goals change, so client add remove and edit their goal plans.