• An initial meeting with you where in we will explain the Financial Planning Process we follow and answer your queries if any.
• Understanding your needs and objectives and data collection.
• Identification of financial concerns.
• Preparation of personalized financial plan that suits your needs and concerns.
• Presentation of your financial plan and answer your queries.
• Implementing of agreed recommendations.
• Periodically strategic review and revision of plan.

Principles of financial planning
• Identify your needs and objectives clearl.
• Never mix Insurance and Investments.
• Your risk profile does not depend only on your feeling of fear. It primarily depends on the horizon of investing. The longer the horizon, the more is the risk taking ability.
• A suitable Asset Allocation Plan (Debt/Equity/Real Estate) is the key to long term success of a Financial Plan.
• Be aware of what is happening to your money, even if you are taking external help. Unless you put personal effort the money will not grow to the best of its potential.