Our Investment Planning service will include the following

• Analysis on - Are your short term and long term funds being utilized in the best possible manner?
• Discussion of financial goals and helping you to quantify these goals
• Define all investment parameters namely Risk Tolerance Level, Time Horizon, Liquidity Concerns, Income Tax Consequences and Diversification Concerns
• Managing Client Expectations. Educate clients and help them understand different asset classes. We will explain concepts such as types of risks investors are exposed to, rates of return and risk/return trade off in different asset classes.
• We will then develop an Investment Policy and Money management approach based on your financial goals which will include
  • Asset Allocation Strategy
  • Investment Rules and Guidelines
  • Appropriate Investment vehicles and Specific Products
• Reviewing all your bonds, fixed deposits , mutual funds , stocks , and whether they are the most appropriate for your situation. Choosing the right ones for you and making changes to your portfolio so that investments are relevant and complementary.