Taking Charge Of Your Portfolio
You might invest resources in taking care of your physical health, but are you keeping track of your financial health? When you are young it feels like investments are something that can wait. But routine checkups of your bank account and portfolio can not only benefit you in the future, but also help you reach your life goals faster, and in a more comfortable manner!
From understanding your assets and liabilities to checking if your investments align with your goals, we will help you improve your financial literacy and recommend investments that are best suited for you!
How Does it work?
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.
Understanding Your Goals & Priorities
We will connect over video chat for 3 sessions to further understand your financial situation, lifegoals, priorities and to assess your risk profile and spending habits.
Analysis & Advice
Once we have enough information, we will create a customized plan for you. Usually there will be some trade-offs that you will need to make when it comes to meeting your goal. We will share the relevant options with you to help you make an informed decision based on your priorities.
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.
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.