Personality Test :
Our approach towards money management is governed by our personality types. We need you to take a test to explore which type you belong to?
Life journey introspection :
When it comes to financial life planning, we invariably talk about routine goals like children education, marriage and retirement along with one or two international vacations. However, there is more to life, isn't it? Have you ever thought about what you want from life to be happy and successful? This workbook may help you in doing this introspection. You may identify more goals than listed above.
Risk Profiling :
This questionnaire will help us understand your risk taking comfort in terms of money investments. This will form the basis for Asset allocation and model portfolio creation.
Financial data gathering :
It is required to do the assessment of your financial data as of today. so we ask information about your income versus expenses, assets vs liabilities and your insurance related details. we also get information from you about your current investment portfolio.
Gap analysis :
Now that we have clear understanding about your financial status and your life goals, we try to assign the existing financial investment to various goals. if there is a shortfall, then we suggest the necessary additional investment so as to fill the gap.
Investment and insurance planning :
Taking into consideration your investment Horizon, you are tax slab and your profile, will come out with appropriate asset allocation. we study your current asset allocations and suggest changes if any. We analyse your insurance need based on your financial liabilities.
We develop a comprehensive financial life plan. This plan presents you with
For a fruitful engagement, it is very important to have clarity and transparency regarding services that are not covered. We do not provide following services.
We charge flat fees irrespective of your net worth.