We believe that a good Financial Plan is the outcome of a great conversation. Our process begins with a holistic discussion with your dedicated Financial Planner, during which we’ll carefully assess your risk appetite, your future goals, your existing investments, assets and liabilities and draft a detailed report. The report will take into consideration your cash flows and available surplus, and aim to bridge the gap between your current situation and your dream future, by suggesting the best investments that are in line with your objectives. The next step in the process constitutes a discussion on the report, during which your Advisor will help clarify your questions and doubts related to the report. During this discussion, you and your advisor will mutually arrive at a plan of action, which we’ll execute seamlessly thereafter.