Buying a house is an important decision in every individual’s life, an event that is planned for years. However, saving up for the investment of your dreams does not end with the purchase of the dream property; there are a lot of recurring expenses that need to be considered. These include EMIs, maintenance taxes and other expenses that need to be planned while considering investing in your dream property. Ignoring these can lead to financial stress.
What you need is a sound, patient partner who can educate and empower you to make healthy financial decisions. You can trust us to be your financial partners who will ensure that your dream house is soon yours!
How Does it work?
01.
Let's Connect
To help you, we need to know more about you! You will have to fill in a few details while booking an appointment for our first session. Our team will then reach out to you with an investment agreement that must be signed before our first meeting.
02.
Analysis & Advice
We will connect over video chat to further understand your lifegoals and assess your risk profile. Once we have enough information, we will share our investment recommendations with you.
03.
Get Started On Your Journey
Now that you have a plan, we will open the relevant accounts for investing your money and help you implement the plan that has been put in place.
04.
Monitor Your Progress
You can track your portfolio at your fingertips via our mobile app. And, we will also regularly monitor and evaluate your progress in meeting your financial goal.