Our onboarding process is very clear and objective led. Most importantly it allows us to know you and your finances.
This helps bring clarity as to what we have to plan and allocate for your financial goals basis the investments, to achieve it.
Getting to know you:
In-Person Meeting or Online Interaction
Fill up our KYC Forms
(CLICK TO DOWNLOAD)
Sign up with us
Review your 360o Base Plan
Finalising your Plan
Precision Implementation
Plan Reviews : First Plan Review within 3 months followed by regular planned reviews
"Health of your Wealth" Monthly Updates
Track your Portfolio Online
Getting to know you:
In-Person Meeting or Online Interaction
Fill up our KYC Forms
(CLICK TO DOWNLOAD)
Sign up with us
Review your Investments & Suggestions
Finalise Investment Suggestions
Precision Implementation
Regular Investment Reviews
"Health of your Wealth" Monthly Updates
Track your Portfolio Online
Our onboarding process is very clear and objective led. Most importantly it allows us to know you and your finances. This helps bring clarity as to what we have to plan and allocate for your financial goals basis the investments, to achieve it.
Getting to know you:
In-Person Meeting or Online
Interaction
Fill up our KYC Forms
(CLICK TO DOWNLOAD)
Sign up with us
Review your 360o Base Plan
Finalising your Plan
Precision Implementation
Plan Reviews : First Plan Review within 3 months followed by regular planned reviews
"Health of your Wealth" Monthly Updates
Track your Portfolio Online
Getting to know you:
In-Person Meeting or Online Interaction
Fill up our KYC Forms
(CLICK TO DOWNLOAD)
Sign up with us
Review your Investments & Suggestions
Finalise Investment Suggestions
Precision Implementation
Regular Investment Reviews
"Health of your Wealth" Monthly Updates
Track your Portfolio Online
