Goal based Services

Stages of Financial planning

• Establishing Client - Planner relationship. 
• Gather Individual data including goals & Risk profiling. 
• Developing custom made investment plan suites to goals and with different assert classes with best returns.  
• Presenting the Plan & Report with recommendations. 
• Maintenance phase as Financial Coach (Follow up's, Training sessions & Investment updates) -1 year. 
• Monitoring from 2nd year onwards (If opted). 

 Stages of Wealth Management planning

• Establishing Client - Planner relationship related to Wealth.  
• Gather and access individuals expectations on the returns.  
• Developing custom made investment plan  
• Presenting the Plan with recommendations. 
•  Maintenance phase as Financial Coach (Follow up's, Training sessions & Investment updates) -1 year.  
• Monitoring from 2nd year onwards (If opted). 

 Stages of Financial Independence planning

• Establishing Client - Planner relationship. 
• Gather Individual data including goals, Assets & Risk profiling. 
• Developing custom made investment plan suites to Individual Life style with best returns.  
• Presenting the Plan & Report with recommendations. 
• Maintenance phase(Follow up & updates) -1 year. 
• Monitoring from 2nd year onwards (If opted). 

  Stages of FIRE (Financial Independence and retire early) 

• Establishing Client - Planner relationship. 
• Gather Individual data including goals, Assets & Risk profiling. 
• Developing custom made investment plan suites to Individual Life style with best returns. 
• Optimisation of Cash flow and Balance sheets. 
• Presenting the Plan & Report with recommendations. 
• Maintenance phase(Follow up & updates) -1 year. 
• Monitoring from 2nd year onwards (If opted).