The secret to getting ahead is getting started.

It’s understandable that you will want to know what there is to accomplish when working with us over a period of time. We don't just manage money. We integrate all aspects of your financial life, enabling us to see the whole picture.

We also understand your time is limited, so we have laid out our step-by-step focussed meetings.

01

Ice Breaker
15-30 Minutes

This is an informal ‘get to know each other’ meeting offered at no charge and without any obligations. We listen and discuss about your unique situation, your goals, and what you are looking to accomplish. You will also get your immediate financial questions answered. We will also tell you how we will add value to your finances, which will help you decide whether we are a good fit for you.

02

Get Organised
60 Minutes/After 2 weeks

This meeting is all about ‘organising the information’. We help you identify which bit of information is important and which are not. We will discuss your current investment holdings, your personal and financial goals, understand your time frame, and recognise your challenges.

03

Observations & Possibilities
45-60 minutes/After 2 weeks

Here we present our ‘analysis and evaluation’ of your current financial status. We present our analysis of your assets, cash flow, loans, insurance coverage etc and also help you evaluate your risk tolerance. We help you prioritise your goals and explore financial trade offs, review your financial expectations and discuss strategies.

04

Financial Plan Presentation
60 minutes/After 1 week

Time to present our craft! We present your financial plan for the next 12 months with our implementation strategies and help you understand the recommendations to make an informed decision. These would include - investments, insurance, estate plan, loan restructuring, retirement, and more. We provide actionable steps you can take to meet your goals.

05

Implement & Monitor
Only for ongoing advisory clients

At this stage, the new investment strategy is put in place and we start implementation of your agreed actionables as per the financial plan. The progress is monitored in a timely manner and necessary changes are made if required.

Our assistance continues to stay the course till you reach your destination.

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No matter where you are on your journey, we have the perfect option to help you get where you want to go. Book your appointment for a 15minute free consultation.