We value every client interaction. Our process involves listening to the client’s requirements and fetching as much information as possible. We discuss openly about our client’s goals, current investment portfolio, risk appetite, lifestyle & business. We are mindful about our client’s monetary aspiration, future plans, business or real estate investment plans and other dependencies. This helps us to define their short, medium and long-term goals better.
We help our clients to set goals that provide them an insight into the things they value. Clients can see their aspirations shaping up according to their specific intentions. Together, we plan a strategy to realize the goals through execution & monitoring.
Based on the information we gather we build allocation over necessary asset classes. We ensure our solutions are aligned with our client’s goals, risk appetite and the investment time horizon.
Once we have planned the investment allocation, we discuss in detail about the proposed investments and take feedback from the client. If required, we alter the solutions.
From client registrations, to documentation, to onboarding, our services ensure seamless and timely transactions.
We hand hold our clients beyond executing the transaction. We continuously monitor and review the performance of our client’s investments. It involves reviewing asset allocations, portfolio performance, risk control metrics and leakage points.We keep our clients updated on the progress on regular intervals. We record and report every aspect of the investment journey transparently.