Wealth Nation ONE
Wealth Nation ONE symbolizes specific Financial solutions delivered during a Single time frame.
- These can be availed as a stand-alone service or in combination with each other.
- We, however, recommend to avail our ‘Freedom plans’ if the requirements are spread over more than two services rather than choosing multiple ones.
- Implementation support is included in these plans depending upon the type of services selected.
- Engagement periods for these services will range from about 7 days to 1 month.
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, reviews are provided where necessary
- Certain services like Estate and Tax planning might have different process flow