Post the one-time hourly consultation and those opting for deeper one time or annual engagement, will have to go through this step.
This covers:
- Client onboarding formalities.
- Data collection and analysis
- Goal identification
- Risk profiling
- Portfolio and Insurance reviews.
- Liability Management
- Retirement planning strategies.
- Financial plan preparation
- Portfolio design
- Initial implementation roadmap
- And any other financial consultation.
Fees
Fixed fee of ₹25,000 for maximum period of 3 months.
There would be between 3-4 in person/ digital meetings with our advisory desk during this period. All advise would be documented for future reference. Implementation support, if required, would be provided by our Execution desk.
Post this client can move forward to our annual engagements or can opt for hourly engagement.
