Services
What We Do
How we do it
First and foremost, we educate the investors. We do not accept an investor until he has attended our 45 minutes workshop on investments and mutual funds. In addition, we organise frequent investor sessions/workshops to educate them on investment management.
The investor's risk is to determine an 'Asset Allocation' for the portfolio and ensure that the portfolio's volatility is consistent with the investor's risk tolerance.
To assist our clients in achieving their investment goals, we employ a disciplined approach to Investment Planning and Management.
The steps are as follows:
We will spend time discussing your immediate and long-term financial goals and objectives during our initial consultation. To match your investing goals to your investment portfolio, you must first understand the function that your assets play in your current and future cash flow, as well as where you are in the ‘Accumulation stage -Income Generation- Preservation- Distribution’ cycle.
Risk Profile. We will discuss investors’ risk, the time horizon for investments, and return expectations using a risk analysis profile questionnaire.
Asset Allocation. The risk analysis model’s conclusions will provide information that we will utilize to create a proper investment portfolio. A portfolio made up of investment asset categories will give you an investment portfolio tailored to assist you in meeting your investment goals and objectives.
Portfolio Design. Whether your portfolio is intended for long-term capital appreciation or income generation, choosing the investments that comprise it is a critical step in building a successful investing plan. As part of this process, several possibilities will be reviewed and investigated, and we will assist you in determining which is best for your needs. Mutual funds, individual securities, bank products, and insurance products could all be part of your portfolio. At this point, we concentrate on which is best suited to your requirements.
Review and rebalance the portfolio regularly. We schedule a meeting to discuss if you are on track and making progress toward your investment objectives.
Summary
This investment planning and management approach is designed to you stay focused on your future financial goals and track your progress as you work toward your financial goals and objectives.
Our Services
Investment Planning
Investment planning is the most significant component of financial planning. There are numerous investment vehicles available today, the most prevalent of which are cash, equity, bonds, and real estate. So, depending on our financial resources, we can invest in these vehicles to achieve our aims and objectives.
Insurance Planning
The goal of insurance planning is to safeguard yourself, your family and loved ones, your house, and your possessions from unforeseen events. In this way, insurance help to alleviate the financial burdens that can arise when a disaster strikes.
Retirement Planning
Retirement planning entails making plans now for your future life so that you can achieve all of your goals and objectives on your own. Setting retirement objectives, predicting how much money you will need, and investing for growing your retirement savings are all part of this process.
Children's Future Planning
Your child's financial requirements are just one of your numerous financial objectives. Don't overlook your financial requirements. Many parents, for example, fail to plan for their retirement and spend all of their savings on their children. Don't use your retirement funds to help your child if you run out of money. While working on your child's plans, make sure you always have enough money for your future demands.