E - Locker Facility is Also Available

Our Financial Planning Process

Data Questionnaire filled by client
Financial Planner prepares the first draft, mails to client
Conference call/ Meeting between client and financial Planner on first draft
Client Feedback/changes in the plan incorporated by financial planner
Financial Planner sends the final financial plan+ recommendation
Implementation of the recommendations
After 6 months – review takes place
After 12 months – renewal of financial plan takes place