PERSONALISED INVESTMENT MANAGERS

Client Onboarding Process

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.

Advisory

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

Regular Internal Reviews

First Plan Review within 3 months followed by regular planned reviews

"Health of your Wealth" Monthly Updates

Track your Portfolio online

Distribution

Getting to know you:
In-Person Meeting or Online Interaction

Fill up our KYC Forms
(CLICK TO DOWNLOAD)

Sign up with us

Review & Finalise Investment Suggestions

Precision Implementation

Regular Investment Reviews

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.

Advisory

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

Focussed Internal Monitoring

Regular Plan Reviews

Track your Portfolio Online

Track your Portfolio online

Distribution

Getting to know you:
In-Person Meeting or Online Interaction

Fill up our KYC Forms
(CLICK TO DOWNLOAD)

Sign up with us

Review & Finalise Investment Suggestions

Precision Implementation

Regular Investment Reviews

Track your Portfolio Online