We begin by understanding your unique wants, needs, and circumstances while also taking into account all the important factors that may impact your finances. From there-on, we identify your life’s goals to help you establish & pursue those things in life that are most important to you. Such analytical financial planning provides you peace of mind and makes you understand rationale for every investment decision. Such understanding makes you confident and prepares you to become a long term investor. Additionally, we also analyze your current investment portfolio and find out the gaps. Insights derived from the portfolio analysis are then written and discussed. Final inferences are incorporated while formulating the investment plan.
The key to wealth creation is adopting regular investing discipline and controlling temptations that force you towards impulsive decisions. We achieve this by simply following Goals-based systematic investing that looks around the individual investor. The efficacy of our investment strategy is not measured only by traditional yardsticks like market indices, benchmarks and standard deviation. But, performance is also measured by the investors’ progress toward achieving each stated goal. Goal mapping and plotting of investments against life goals not only brings in the discipline of regular investing, it also makes it easy for you to determine how much risk is right for each investment as every goal is time bound and entails a time horizon.
The key especially in managing large portfolios is immaculate service. We achieve this by combining data backed research with years of experience. For us service is not selling a product and maintaining investor relationships. It is a professional responsibility that is performed with the knowledge & understanding of financial markets, and financial products. It’s an art as well as science of making a constant attempt to maximizing returns at a given appetite for risk. This entails making the right decisions about the asset allocation, diversification, and fund selection amongst the various trade-offs like debt vs equity, growth vs income, index funds vs multi-cap funds, passive investing vs dynamic investing etc.
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