How We Plan - Expert Financial Solutions and Wealth Management

01 Portfolio Review

Understand the inner-workings of your portfolio.

The first step, portfolio audit, creates an in-depth analysis of your portfolio called the Portfolio X-Ray. The Portfolio X-Ray looks at your portfolio's expense ratios, diversification, asset allocation, and other fees to identify its strengths and weaknesses.By understanding what is working and what is not, our team can begin to create a plan that better reaches your goals.

02 Data Driven

Our goal is to turn data into information & information into insight.

The second step, We leverage Big Data, Artificial Intelligence & Machine Learnings to analyse, assess & advice our clients to take best possible decisions to manage their money.

03 Customized Plans - keeping you at the centre

A custom-built portfolio based on your goals.

The third step, investment management, focuses on creating a custom portfolio based on your goals. Based on the Portfolio Review, our team combines the strengths of your current portfolio with our data driven Investment Approach to create a custom portfolio equipped to meet your financial objectives.

04 Tax Efficient

A custom-built portfolio based on your goals.

Taxes can eat into your annual earnings. To counter this, tax planning is a legitimate way of reducing your tax liabilities in any given financial year. It helps you utilise the tax exemptions, deductions, and benefits offered by the authorities in the best possible way to minimise your liability & that money saved can be invested to generate more wealth for you.

05 Intelligent & Forward Looking

Financial planning with agility & for every area of your life.

The fifth step, The economy and financial markets are rarely static, nor is your life. Our deep and experienced team of professionals is there to guide you along the way.

06 Reporting / Dashboard

Progress, milestones & changes

The six step, Our team works with you to coordinate and keep you updated about your financial plans & the progress we have made so far. Investments are best managed when we manage our emotions well & that's what we help you with.