For most engagements
in the first meet, we will be evaluating your current financial
status, risk appetite, cash flows, investment psychology etc.
In this meeting we shall also be sharing certain ideas and
concepts and conduct a swot analysis for you. At the end of
this meeting we will be showing you where you are, where you
should be and what is the road map for the next twenty/thirty
years. Then depending on whether you want to move ahead to
the next level and on the mandate given to us by you we shall
work on a plan for you.
In the second meeting the plan prepared by us will be presented
to you, also all the possible options will be laid out before
you and discussed at length. After this we shall assist you
and your spouse/parents in taking the right call.
The entire planning, execution and monitoring of your Financial
Life Plan will be done by us along with a minimum of one annual
review depending upon the type of plan we are working on.
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