Wealth Nation FREEDOM
To provide you with Complete Financial Freedom, we have shaped two solutions – Freedom Standard and Freedom Advanced Financial Plans. One dedicated solution plan for our NRI diaspora is designed as well. Through these, we aim to partner with you and expedite you to true Financial Freedom.
- Having us on-board throughout the year will ensure all your Financial planning requirements are addressed with professional mindset.
- This will lead to effective decision-making delivering consistently better outcomes. And ultimately improving quality of life in a progressively positive manner.
- Investment Products implementation support is included with these plans.
- Portfolio reviews are undertaken thrice a year of Investment products based on Asset allocation. Under special circumstances additional reviews are called upon.
- Rest assured, in this Wealth Journey, we are your Trusted Partners.
Process Flow
- Primary contact is established via any of the applicable channels
- Appointment is fixed to connect via electronic media (or in person)
- At this stage, basic financial and non-financial Client data is required
- A suitable understanding is established of advisory support required
- Final decision about the exact service requirements is reached
- Client – Adviser agreement is signed off to define proper structure
- Fee payment is to be done as per the decided agreement terms
- Personal and Financial information to be provided in given format
- KYC process is undertaken as per SEBI guidelines
- Client Risk Profile is determined to ascertain Asset allocation strategy
- Goal Planning is done where required to work out further strategy
- Advisor analyses and charts out stress tested solutions
- First cut of results and solution is shared with Client for review and discussion
- Basis feedback, Final solution is reached. It is shared and explained to Client
- Active Implementation services will be provided wherever required and agreed
- Online platforms for implementation, tracking and review are provided
- Freedom plans include Three interim reviews undertaken quarterly per year
- Further, these Plans come with round the year Advisory support.
- Certain services like Estate and Tax planning might have different process flow
- Before the term end, Renewal process is completed at revised agreement terms
