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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

Fund managers managing over Rs 6 lakh cr bet on tech, consumer  private banks in July Total AUM of domestic MFs increased 1.2 percent MoM to Rs 24,50,000 crore in July after declining 6.5 percent in June, led by inflows in income and debt-oriented, equity and ETF schemes
Thu, 15 Aug 2019 10:39:51 +0530


Mutual fund equity inflows rise despite weak markets; SIP flows at all-time high in July Net inflows into equity schemes increased to Rs 8,092 crore in July
Fri, 09 Aug 2019 16:52:49 +0530


HDFC AMC posts strong Q1, should investors buy? NULL
Wed, 17 Jul 2019 14:50:09 +0530


IRCTC files Rs 600-crore IPO papers with Sebi According to market sources, the IPO would be worth about Rs 500-600 crore.
Thu, 22 Aug 2019 15:35:05 +0530


Tepid Listing: Spandana Sphoorty Financial debuts at Rs 825, 4% discount to IPO price The stock opened at Rs 825 on the National Stock Exchange, against issue price Rs 856
Mon, 19 Aug 2019 10:04:48 +0530


Sterling and Wilson Solar closes IPO with 92% subscription The reserved category for qualified institutional buyers (QIBs) subscribed 1.02 times while non-institutional investors saw 89 percent subscription and retail individual investors 29 percent.
Thu, 08 Aug 2019 18:36:10 +0530


Affle India shares mark remarkable debut, closes with 17.5% premium The company#39;s market valuation was at Rs 2,231.19 crore on the BSE.
Thu, 08 Aug 2019 16:16:05 +0530


Strong debut: Affle India begins Day 1 at Rs 926, up 24% over issue price The IPO, which was opened during July 29-31, was subscribed 86.49 times on strong response from across investors categories.
Thu, 08 Aug 2019 10:12:48 +0530


Spandana Sphoorty Financial IPO subscribed 1.05 times on final day The IPO comprises a fresh issue of Rs 400 crore and an offer for sale of 93,56,725 equity shares, including anchor portion of 42,08,886 equity shares.
Wed, 07 Aug 2019 21:02:26 +0530


Subscribe to Spandana Sphoorty Financial: Choice Broking Choice Broking has come out with its report on Spandana Sphoorty Financial. The research firm has recommended to "Subscribe#39;#39; the IPO in its research report as on August 2, 2019
Tue, 06 Aug 2019 18:13:28 +0530


Subscribe to Spandana Sphoorty Financial: Mehta Equities Mehta Equities has come out with its report on Spandana Sphoorty Financial. The research firm has recommended to "Subscribe#39;#39; the IPO in its research report as on August 5, 2019
Tue, 06 Aug 2019 18:12:08 +0530


Subscribe to Sterling and Wilson Solar: Choice Broking Choice Broking has come out with its report on Sterling and Wilson Solar. The research firm has recommended to "Subscribe#39;#39; the IPO in its research report as on August 03, 2019
Tue, 06 Aug 2019 18:12:04 +0530


Subscribe to Sterling and Wilson Solar: Mehta Equities Mehta Equities has come out with its report on Sterling and Wilson Solar. The research firm has recommended to "Subscribe#39;#39; the IPO in its research report as on August 05, 2019
Tue, 06 Aug 2019 18:11:22 +0530


Subscribe to Sterling and Wilson Solar: Motilal Oswal Motilal Oswal has come out with its report on Sterling and Wilson Solar. The research firm has recommended to "Subscribe#39;#39; the IPO in its research report as on August 05, 2019
Tue, 06 Aug 2019 18:11:18 +0530


Sterling and Wilson Solar IPO subscription begins, should you subscribe? While assigning three-out-of-five rating to the issue, Centrum Wealth also suggests investors can subscribe to the issue from a long term perspective. It believes it is fairly priced.
Tue, 06 Aug 2019 09:12:15 +0530


Sterling and Wilson Solar raises Rs 1,406cr from anchor investors; IPO to open on August 6 The leading anchor investors include Nomura India Investment Fund, Schroder International, and Abu Dhabi Investment Authority among others.
Mon, 05 Aug 2019 20:38:06 +0530


Sterling and Wilson Solar IPO to open on Aug 6; 10 things you should know The shareholding of promoters Shapoorji Pallonji and Company Pvt Ltd and Khurshed Yazdi Daruvala will be reduced to 49.11 per cent and 25.01 per cent from 65.77 per cent and 33.33 per cent respectively, post issue.
Mon, 05 Aug 2019 17:16:09 +0530


Spandana Sphoorty Financial IPO opens today; should you subscribe? "SSFL#39;s successful exit from corporate debt restructuring (CDR) mechanism in March 2017 (well ahead of scheduled date of Mar’18), consistent profits along with a healthy asset book, builds confidence in the prospects," Centrum Capital said.
Mon, 05 Aug 2019 10:34:48 +0530

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