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Overview |
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The Financial Planning service is offered as an option to long term investors.The portfolio is advised on in a passive investment style with the asset category as mutual funds. The planner is suitable for investors who wish to take a asset allocation based, long term investment outlook, ignoring the short term volatalities of financial markets. The style is steady asset allocation based on a theory that long term investing over a long time frame will help the client achieve stated goals
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Financial Planning takes into account:
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Desired asset allocation, risk profile and return expectations
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Building cash flows correlating all expenses and income. Inflation and outflows due to loans are considering in building the financial plan
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Future goals like retirement, housing and children's education / marriage or other needs
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The client would be offered the following
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Financial Plan indicating the required savings to meet the desired goals.
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Asset Allocation
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Monthly reports
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Review on quarterly basis by the dedicated advisor.
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| Get in touch |
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