OUR FINANCIAL PLANNING STEPS

AMFI-Registered Mutual Fund Distributor

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Evaluate Current Position

We start by evaluating your current situation which includes cash flow analysis, calculating your net worth, reviewing your insurance coverage for life, disability, home, auto, health etc.

Identify Goals

We then go about clearly establishing the objectives of the financial plan so that, several goals can be balanced. The goals could be short, medium or long-term and could include child’s education, marriage, your retirement etc.

Work Out The Plan

We then work out a clear strategy in line with your objectives and risk tolerance. Drawing up a winning asset allocation so that your financial goals are met is fundamental to a successful plan.

Implement The Plan

We will assist you in the process of implementing the plan by suggesting the optimal mix of products and services that are essential for the success of the plan.

Report Periodically

Once the plan is implemented we will monitor the progress on an on-going basis. We will periodically report the progress and measure the results achieved vis-à-vis the plan.

Review & Rebalance

Financial planning is a dynamic process. We will annually review the plan and progress made, to see if any modifications are required due to changes like current economic situation, inheritances, change in job status, birth or death in the family etc.