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Financial Consulting Process

As your financial coordinator, our goal is to understand your financial circumstances and create a customized planning strategy for you to achieve the specific desired objectives and goals in your life. We will work closely with you and keep you informed and in control of your financial situation. By carefully allocating your assets, monitoring your progress, and avoiding risk pitfalls, and through regular communication, our aim is to ensure you fully understand your financial plan.

Introductory Meeting

We´ll review the obstacles and uncertainties in your financial situation and introduce our four step planning process. In this meeting we will define our working relationship and the service we offer.

1. Analysis

At this meeting we´ll work with you to determine goals and gather data as it relates to your specific financial situation. Here we will define your goals and objectives in written form.

2. Presentation

Once we clearly understand your financial goals and have evaluated the necessary data, we can develop a customized financial plan with recommendations. Here we will carefully review the details of your plan to make sure of its accuracy.

3. Implementation

We will then decide on an appropriate course of action and determine which recommendations to implement.

After we´ve established your plan and implemented a course of action, it is necessary to be in close communication for the next 30 to 60 days. During this period, we will be available to answer any of your questions. We will also be communicating via email and phone to tie up any loose ends as it relates to your plan.

4. Monitoring

Depending upon the level of service you choose, we have a consistent review process that will suit your needs. You will also receive regular emails and a comprehensive annual review every year around your birthday.

  • MF News
  • IPO News

Equity MF inflows improve slightly in May, SIP flows remain stable MFs received net fresh flows of Rs 76,989 crore in April, mainly driven by stable inflows into liquid funds and modest equity figures.
Mon, 10 Jun 2019 16:46:25 +0530

Budget Snapshots | Mutual funds would be happy if LTCG exemption is restored NULL
Mon, 10 Jun 2019 12:58:15 +0530

ADAG#39;s exit from Reliance Nippon AMC to allay investor fears, may trigger re-rating While a rightful discount to HDFC AMC is justified, RNAM is trading at a significant discount, which we think should now narrow following the change in parentage.
Fri, 24 May 2019 16:33:16 +0530

Equity MF inflows muted, but SIP inflows hit an all-time high in April Market reforms introduced by SEBI such as reduction of total expense ratio and introduction of direct plans have attracted retail investor
Thu, 09 May 2019 16:21:57 +0530

Bumper debut: Neogen Chemicals ends with 23% premium at Rs 264 At closing price, Neogen#39;s market capitalisation stood at 614.98 crore
Wed, 08 May 2019 16:45:39 +0530

Strong listing: Neogen Chemicals debuts with 17% premium at Rs 251 Thanks to the heavy buying, the stock was locked at 5 percent upper circuit
Wed, 08 May 2019 10:06:54 +0530

Neogen Chemicals to list equity shares on May 8 The issue price is fixed at higher end of price band of Rs 212-215 per share.
Tue, 07 May 2019 20:56:37 +0530

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