OUR PROCESS

STEP-1

CLIENT ONBOARDING & ASSESMENT

Begin by understanding the financial goals, risk tolerance, and investment preferences of each client. Conduct a thorough assessment, gathering necessary documents and details for compliance and personalized strategy creation.

It is a 2 day process within 3-4 meetings. 

STEP-2

MARKET RESEARCH STRATEGY DEVELOPMENT

Use data analysis tools and market research to identify potential investment opportunities. Develop a customized investment strategy tailored to the client’s objectives, focusing on asset allocation , time horizons , and risk management.

It is basically a 2 day process before the beginning of investment but it continues until the end of investment tenure, for grabbing better opportunities of market. 

STEP-3

Performance Marketing & Monitoring

 Continuously monitor the client’s portfolio performance against market trends and benchmarks. Provide regular reports and updates to clients, adjusting strategies if needed to stay aligned with their goals.

According to the goals of client, this process will help them to get constant updated reports of their investments. So, it’s a long term till the end process.