As soon as you register for a paid consultation we send across a questionnaire to be filled by you. Your responses help us to gauge your interests and attitude towards investments. This helps us to offer solutions suited to your profile.
We then analyze the information to arrive at a fair assessment of your needs and risk appetite. We build a broad portfolio for you comprising of various instruments and investment options. We may build more than one scenario that will be subsequently discussed with you during our scheduled appointment.
We will connect with you on skype or phone for the scheduled appointment. During our call we will discuss your objectives and risk profile with you. We will offer tailor made solutions suited to your requirements. Depending on your requirement, it could be a one-off investment idea or a basket of products.