HOW IT WORKS
Your goals are personal. Your financial advice should be too.
Book a free consultation
The first step is to fill the form and book a free consultation. You can get in touch with us to know more about the company, financial advisor, our strategies or any doubts you may have about how to start your investment journey.
Analysis and evaluation
The purpose of the first meeting will be to “Get to know you better”. Our Financial Advisor will map your journey so far. They would gather the information required to serve you better by understanding your income, goals and investment portfolio to make the right decision.
Advice Presentation
Once the details are analyzed and evaluated in the first meeting, a second meeting will be scheduled after reviewing your current situation and financial goals to offer you a customized investment plan suitable for your needs.
Advice Implementation
Once you decide to address any doubts you may have and move forward with the customized investment plan, the implementation process can start. This includes completing the necessary paperwork and starting with the investment journey.
Monitor and review your portfolio
Our services do not stop after the implementation, it is an on-going process and we continue to review your investments based on your goals and the current market trends in order to make the necessary changes. Feedback will be provided by us on a regular basis.
A simple 5 step process to get you started!
That’s how easy it is to start investing.
Get started by simply booking a free consultation and we will get in touch with you!