We don't just manage money. We integrate all aspects of your financial life, enabling us to see the whole picture

We also understand your time is limited, so we have laid out our 4 step focussed meeting. This process spreads over 90 days, after your free consultation.

We offer our consultation through both online and physical meetings. Here is how our client consultation process looks like:

We begin the relationship with our exclusive “90 day process”

Meeting 1

Discovery

  • Answer your questions about us.
  • Talk about your current situation, aspirations & future plans.
  • Explore ways in which we can add value to your situation.
  • Introduce our planning process and investment philosophy.

Meeting 2

Financial Assessment

  • We review your assets, liabilities & current investment portfolio.
  • Together, We Identify your immediate and long-term financial needs.
  • Discuss road maps for implementing and monitoring your financial goals and future plans.
  • Schedule our next meeting

Meeting 3

Investment Strategy

  • We evaluate your risk tolerance.
  • Give an outline of our tailor made solutions for you.
  • Together, We Finalize your personalized investment plan and money strategies.
  • Schedule our next meeting

Meeting 4

Followup & Finalizing

  • Take stock of the progress we have made.
  • Review status of investment strategies that we had discussed.
  • Explain investment reports and our online portal.
  • Schedule our next meeting.

Ongoing process for clients who become part of our family

Annual Meetings

  • Take stock of financial strategies that were planned.
  • Update new goals & plans based on changed financial circumstances.
  • Discuss quarterly reports and investment portfolio.
  • Schedule our next meeting.

Quarterly Activities

  • Review networth and portfolio projections
  • Provide quarterly performance reports.
  • Give market updates & commentary.
  • Review your accounts & discuss any administrative tasks that need to be accomplished.

Continuous Activities

  • Attending to your service requests
  • Portfolio monitoring & updation
  • Ongoing research on new products available in the market
  • Offering our views on all kinds of products offered by market intermediaries to you

Interested to know who we do it for and what we do for them

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Our Services

What the First Year Looks Like

It’s understandable that you will want to know what there is to accomplish when working with us over a period of time. Granted, we’ve framed deliverables to be achieved at each quarter interval.Connect with us for a 15 minute free consultation and we will explain how your first year will look like.

Schedule a Consultation

Want to know what happens after the first consultation? Let us walk you through.

Book a Free Online Call