Wealth Portfolio Login
Client      Advisor     
Forgot Password
 
Services

Financial Consulting Process

As your financial coordinator, our goal is to understand your financial circumstances and create a customized planning strategy for you to achieve the specific desired objectives and goals in your life. We will work closely with you and keep you informed and in control of your financial situation. By carefully allocating your assets, monitoring your progress, and avoiding risk pitfalls, and through regular communication, our aim is to ensure you fully understand your financial plan.

Introductory Meeting

We´ll review the obstacles and uncertainties in your financial situation and introduce our four step planning process. In this meeting we will define our working relationship and the service we offer.

1. Analysis

At this meeting we´ll work with you to determine goals and gather data as it relates to your specific financial situation. Here we will define your goals and objectives in written form.

2. Presentation

Once we clearly understand your financial goals and have evaluated the necessary data, we can develop a customized financial plan with recommendations. Here we will carefully review the details of your plan to make sure of its accuracy.

3. Implementation

We will then decide on an appropriate course of action and determine which recommendations to implement.

After we´ve established your plan and implemented a course of action, it is necessary to be in close communication for the next 30 to 60 days. During this period, we will be available to answer any of your questions. We will also be communicating via email and phone to tie up any loose ends as it relates to your plan.

4. Monitoring

Depending upon the level of service you choose, we have a consistent review process that will suit your needs. You will also receive regular emails and a comprehensive annual review every year around your birthday.

  • MF News
  • IPO News

Himadri Buch The company in January 2019 had reported exceptionally good results for the December 2018 quarter.
Sat, 26 Jan 2019 15:14:11 +0530


Quick take | Inflows into equity MFs moderate further in December but SIP flows hit a new high Liquid or money market funds saw outflows of Rs 1.49 lakh crore in December 2018
Tue, 08 Jan 2019 16:58:17 +0530


Neogen Chemicals gets Sebi#39;s go ahead for IPO With this, the total number of company getting Sebi#39;s clearance for the public issues -- initial public offer (IPO) and follow on public offer (FPO) -- has reached to seven, so far in the new year.
Tue, 12 Feb 2019 11:25:06 +0530


Reliance General Insurance files for IPO The IPO will also include an offer by Reliance Capital to sell up to 79.5 million shares, Reliance Capital said.
Tue, 12 Feb 2019 10:30:01 +0530


New Listing: Chalet Hotels lists at a premium of 4% at Rs 291 The initial public offering of Chalet Hotels, which owns, develops and manages high-end hotels in key metro cities in India, was subscribed 1.57 times on the last day of bidding on Thursday.
Thu, 07 Feb 2019 10:03:45 +0530


State-run MSTC files IPO papers with Sebi The initial public offer (IPO) will see sale of 17,600,000 shares, amounting to 25 per cent stake, of the company through the offer for sale (OFS) route by the government, the draft prospectus filed with Sebi showed.
Mon, 04 Feb 2019 13:22:07 +0530


Chalet Hotels IPO subscribed 1.57 times on last day of bidding The initial public offering (IPO) to raise about Rs 1,641 crore received bids for 6,49,07,563 shares against the total issue size of 4,13,26,672 shares, as per NSE data till 1800 hrs.
Thu, 31 Jan 2019 20:06:04 +0530


Chalet Hotels IPO subscribed 28% on second day of bidding The IPO, to raise about Rs 1,641 crore, received bids for 1,16,68,957 shares against the total issue size of 4,13,26,672 shares, according to data available with the National Stock Exchange (NSE).
Wed, 30 Jan 2019 19:18:06 +0530


Subscribe to Chalet Hotels Ltd: ICICI Direct ICICI Direct has come out with its report on Chalet Hotels Ltd. The research firm has recommended to "Subscribe" the IPO in its research report as on January 29, 2019
Tue, 29 Jan 2019 15:42:20 +0530


Chalet IPO opens for subscription: Top 5 things you must know It operates five hotels, including a hotel with a co-located serviced residence, located in the Mumbai Metropolitan Region, Hyderabad, and Bengaluru, representing 2,328 keys, as of March 31, 2018.
Tue, 29 Jan 2019 11:54:54 +0530


Chalet Hotels#39; Rs 1,641-crore IPO opens today; should you subscribe? We recommend investors to Subscribe for the Long term on the issue, said Hem Securities
Tue, 29 Jan 2019 11:29:39 +0530


IPO: Chalet Hotels allots equity shares worth Rs 492.35 cr to anchor investors Chalet Hotels Friday announced a Rs 1,600-crore initial public offering which includes issue of fresh equity and also sale by promoters.
Mon, 28 Jan 2019 22:56:04 +0530


Subscribe to Chalet Hotels Ltd: Choice Broking Choice Broking has come out with its report onChalet Hotels Ltd. The research firm has recommended to "Subscribe" the IPO in its research report as on January 28, 2019
Mon, 28 Jan 2019 13:20:52 +0530

Schedule A Meeting With Us
Customer :
Need :
Name :
City :
E-mail :
Mobile :
Area :
Message :