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Comprehensive Financial Planning & Wealth Creation

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In first meeting we seek for all the financial details (FACT-FINDING) of the prospect including his present income, expenditure, Loan liabilities, existing investments, his dreams etc. & most important his risk-appetite. Then a comprehensive portfolio is designed which consists of different investment products such as Fixed Deposits, Mutual Funds, Tax Saving Bonds, NPS, NSC, Life Insurance Plans, Mediclaim, Vehicle Insurance, Accident Cover etc. Needless to state, for self-employed clientele Business Insurance is the prime concern. This portfolio is then monitored by Review Meetings held at reasonable intervals. In case of Businessman, focus is on Liability Hedging & wealth creation.
 
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