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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

Bumper Listing: Polycab India debuts with 18% premium at Rs 638 The Rs 1,345-crore public issue saw a massive subscription of 51.96 times during April 5-9, 2019
Tue, 16 Apr 2019 10:00:50 +0530


Metropolis Healthcare ends at Rs 959.85, a 9% premium over issue price Metropolis Healthcare#39;s market valuation was at Rs 4,814.90 crore on the BSE
Mon, 15 Apr 2019 16:34:19 +0530


Good Listing: Metropolis Healthcare debuts with 9% premium at Rs 960 The stock opened with a 9 percent premium over its issue price of Rs 880 while on the National Stock Exchange it opened at Rs 958.
Mon, 15 Apr 2019 10:07:37 +0530


Rail Vikas Nigam closes marginally higher at Rs 19.05 on Day 1 RVNL#39;s Rs 480 crore initial public offer was opened for subscription earlier this month with a price band at Rs 17-19 per share and was subscribed 1.8 times.
Thu, 11 Apr 2019 17:50:30 +0530


Rail Vikas Nigam debuts flat at Rs 19 on NSE, BSE The company raised about Rs 480 crore by selling 12.12 percent stake
Thu, 11 Apr 2019 10:10:35 +0530


Polycab India IPO oversubscribed 52 times on good response from institutional investors The issue was opened for subscription on April 5, with a price band at Rs 533-538 per share.
Tue, 09 Apr 2019 20:12:25 +0530


Subscribe to Polycab India: Geojit Financial Geojit Financial has come out with its report on Polycab India. The research firm has recommended to "Subscribe" the IPO in its research report as on April 04, 2019
Tue, 09 Apr 2019 12:04:26 +0530


Subscribe to Polycab India: Choice Broking Choice Broking has come out with its report on Polycab India. The research firm has recommended to "Subscribe" the IPO in its research report as on April 04, 2019
Tue, 09 Apr 2019 11:49:44 +0530


Polycab India IPO subscribed 1.18 times Price range for the offer, which is scheduled to close Tuesday, has been fixed at Rs 533-538 per share.
Mon, 08 Apr 2019 15:40:05 +0530


Subscribe to Polycab India: Prabhudas Lilladher Prabhudas Lilladher has come out with its report on Polycab India. The research firm has recommended to "Subscribe" the IPO in its research report as on April 04, 2019
Mon, 08 Apr 2019 11:37:32 +0530


Subscribe to Polycab India: Mehta Equities Mehta Equities has come out with its report on Polycab India. The research firm has recommended to "Subscribe" the IPO in its research report as on April 04, 2019
Mon, 08 Apr 2019 11:32:35 +0530


Metropolis Healthcare IPO oversubscribed 5.84 times on interest from QIB The reserved portion for qualified institutional investors has seen subscription of 8.88 times and non-institutional investors 3.03 times while retail investors part is subscribed 2.21 times.
Fri, 05 Apr 2019 22:02:53 +0530


Subscribe to Polycab India: Aditya Birla Money Aditya Birla Money has come out with its report on Polycab India. The research firm has recommended to "Subscribe" the IPO in its research report as on April 05, 2019
Fri, 05 Apr 2019 11:56:03 +0530


Polycab India#39;s Rs 1,346-cr IPO opens today; should you subscribe? Looking after strong fundamentals of the company along with the healthy growth prospects of sector, Hem recommends subscribing issue.
Fri, 05 Apr 2019 10:01:32 +0530


Metropolis Healthcare IPO subscribed 47% on second day The public issue has received bids for 16.82 crore equity shares against offer size of 76.61 crore shares till now.
Thu, 04 Apr 2019 16:45:32 +0530

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