Process & Approach
Need Analysis – Need Analysis or Financial Need Analysis as it is widely known as, is the primary step carried out by our team of qualified financial experts to determine the present state of your finances and your future financial needs. We will also derive your risk appetite at this stage.
Portfolio Evaluation – Portfolio evaluating refers to the evaluation of the performance of the various investment portfolios held by you. It is essentially the process of comparing the return earned on each asset class and if the same suites the individual investment profile. Cash Flow Management
Monitoring the Recommendation – This is a monthly call taken on your portfolio by our team of fin-experts to study the market trends vs. your portfolio holdings. Frequent Industry Updating – An update views and reviews on the market movements will be provided to you on your chosen frequencies.