How We Do Financial Planning

When it comes to Financial Planning, we believe in playing to our strengths. Attaining financial success is only possible through a disciplined and systematic way. Our clearly defined pathway can help you identify your financial goals, allocate your investments and manage your finances in a more efficient way. Here is why every footstep counts.

Step 1

One of the most decisive steps in the entire process is our initial discussions with you. During this meeting we look forward to gather as much data as is necessary for us to be able to provide you with a smart investment solution. This is made easier through our standard questionnaire.

Step 2

The next step is to act on the collected data. This may take some time as the initial draft of your financial plan will be framed based on the details provided for in the earlier discussions.

Step 3

Subsequently, the plan will be presented to you to invite your views and suggestions. At this stage, we encourage you to question all our assumptions and recommendations. Changes to the plan, if any, will be incorporated and eventually finalized.

Step 4

At this stage, we will plan and share a strategically build investment portfolio that will help you realize your financial goals. The execution is entirely handled by us thereby providing an end-to-end service.

Step 5

Last but not the least; this is an activity that will ensure a perpetual relationship between us. Reviewing your portfolio on an on-going basis will not only help us stay in touch but statistics show that a constantly monitored portfolio helps the portfolio increase the returns almost threefold.