In-depth diagnosis

The journey begins with asking the right questions.

The first financial fitness consultation involves an intense discussion with our finance trainers, who will introduce you to the way we are going to coach your finances to fitness. The first step will involve understanding YOU - your assets, liabilities, financial history, lifestyle, goals and ambitions and your expectations from your investments and from us.

Financial ultrasound for the right prescription

The process starts with an in-depth review of your financial dynamics and carrying out an exhaustive analysis about every factor that could affect your financial planning. We use it to develop a unique strategic plan to get you maximum returns out of your investments, ensuring that it falls closely in line with your personal goals and objectives.

Ready - Set - Go!

Time to get your running shoes on.

Once settled about a tangible financial plan, our team of experts will help you in implementing the plan, making investments and taking care of the documentation. Our advisors will provide you an overview of the plan and everything included so that throughout the execution, we stay on the same page as you.

Tracking your fitness

V R your trusted partners who will stay with you throughout your financial journey and the journey doesn’t stop at implementation. We will keep a close eye on how your portfolio is doing and if everything is going as expected. Continuous monitoring will help us in timely correction for the deviation, if any.