Understanding Financial Goals
Our investment process starts with understanding you – your background, investment objectives, risk tolerance & existing investment pattern. A comprehensive client profiling exercise helps us in evaluating your risk appetite & understanding your investment objectives which are kept in mind while building your portfolio.
Based on your investment goal, wealth requirements, investment horizon & risk profile, we construct a suitable asset allocation plan for you. During this exercise, we also evaluate & realign your existing investments as per the suggested asset allocation, in case required by you
From our wide range of investment bouquet, we construct appropriate solutions to implement your investment plan & evolve a tailor made portfolio for your specific requirements. This would involve execution of investments in debt, equity, structured products or alternative assets classes as per the suggested asset allocation.
We monitor your investments & periodically suggest rebalancing in the portfolio for maintaining the assets allocation or aligning your portfolio to changes in macro economic factors that might affect your investments.
As your investment preferences or financial goals change over a period of time, we review your portfolio periodically with you to discuss & implement any changes in asset allocation or portfolio strategy. All with a view to keeping your portfolio healthy all the times.