Investment Analysis & Financial Planning

Integrated Advisory Services tailored to your requirements

Our Investment Analysis Services offer you active guidance through the process of idea evaluation, identification of the right solutions for your unique needs and implementation of your investment plan.

Key features of our Investment Advisory proposition

Your investment advisor will help you understand your risk profile and will identify your investment objectives together with you
Your investment advisor works closely with you in identifying investment solutions tailored to your financial needs
You will be continually updated on new market opportunities and gain access to quality investment ideas
You will receive investment statements that provide you with a comprehensive picture of your portfolio actions
Your investment advisor will periodically review your investments with you in the context of market developments as well as your investment objectives

Our Comprehensive Financial Planning services that analyses your financial health thoroughly and helps you plan your investments to meet your medium term and long-term goals. As part of this comprehensive financial planning, we also provide recommendations on your current portfolio, restructuring of current loans and advice on tax optimization.

Who is this suitable for?

Families looking to develop a holistic picture of their current financial well-being and evolve a roadmap for the future.
Families looking to secure future financial needs like children’s education, children’s marriage and family head’s retirement.
Families looking to rebalance their existing portfolios.
Families looking to invest in new opportunities in the market.

What does it cover?

Assessing the client’s financial health – through analysis of current financial context. This includes the income, expenses and net worth (assets and loans).
Helping the client’s family set its long-term milestones and plans for the same.
Providing medium term cash flow analysis and long term net worth projections.
Performing on-demand scenario analysis specific to the customer (e.g. what if I plan an early retirement).

For providing solutions on current investments

Assess the risk taking ability, based on milestones planned above
Evaluate the existing investments across different asset classes
Recommend an asset allocation suitable to customer needs and designed to meet objectives laid out in the Financial Plan
Recommend specific mutual fund schemes, debt instruments, equity ideas within each asset class
Execute the transactions to achieve the targeted asset allocation and hence the Financial Plan objectives

Integrated Advisory Services tailored to your requirements

Key features of our Investment Advisory proposition

Who is this suitable for?

What does it cover?

For providing solutions on current investments

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