01
You are welcome to a no-obligations introductory meeting with a Relationship Manager (RM), where we discuss at length about your life, needs, ambitions, interests, and the dream future you wish to create. Your financial goals are at the heart of what we do, and your customised service starts with knowing you better.
02
Based on your financial goals, current lifestyle, and time frame, your RM charts a suitability report that takes into account an array of appropriate options like mutual funds, life insurance, medical insurance, and portfolio management services. We set this as an organised path towards achieving your ambitions.
03
Once you are happy with the proposal, our operations team takes over the responsibility and carries out the transactions approved by you. You have begun the journey towards steadily reaching your financial goals.
04
Keeping an eye on your investments is important. Your RM will present a review report once every six months, to help keep track of progress, as well as make any suitable adjustments that support your financial goals better.
05
Our services are powered by Salesforce – the world’s best CRM platform, that ensures you have a seamless experience and well-documented review sessions. We use Ace-MF and Morningstar - the best mutual fund analysis tools in the market, which help us hold richer conversations about the most appropriate products for your objectives.
