We try to know your current financial status, assets, liabilities, goals and most importantly YOU.
The key step in planning for your various life stage goal is to understand your Risk Profile. Risk profile includes two important parts – risk appetite and risk tolerance. Risk appetite tells us how much risk you are willing to take, whereas risk tolerance tells how much risk your finances can handle. Asset Allocation and Time horizon to reach your goals is determined by it.
It is now the job of our Financial expert in bringing a numerical perspective to the given financial situation. Here is the time when you can ask questions based on the strategy or product suggested as it relates to output for achieving your goals.