FAQ

 



 
» Who according to you need financial planning ?

Individuals who have started their career in the range of 30+ who wish to plan their financial future. Entrepreneurs, Vice presidents and above, who don’t have time to plan their finances, messed up in a financial problem, or have surplus income to plan.

Also in the corporate sector, we have done seminars to create awareness about financial planning.


» Do you follow a process? How do you access my financial requirement ?

We meet with you and discuss your concerns and expectations as well as our expectations from you as a client. At this time, we also disclose our complete compensation structure.

We gather, identify, and organize all of your financial information, including your financial goals and objectives. We gather both quantitative data, such as investment details, assets and liabilities, as well as qualitative data such as your health, goals and risk tolerance.

Analyze and evaluate your current financial strengths and weaknesses with respect to your stated goals.

We design and implement strategies that can help you:

:: Increase your spendable income
:: Protect your assets against life’s unforeseen risks
:: Minimize the impact of taxes
:: Increase your networth


» What are the areas you cover under Strategic Financial services ?

Our relationship with our clients is a Partnership – we bring our experience, best practices and tools to apply to clients unique requirements. We offer a wide range of solutions:

:: At Personal Level

  Personal Financial Planning
  Retirement Planning
  Life Insurance Planning
  Tax Free Products
  Health Insurance

:: At Corporate Level

  Gratuity Planning
  Superannuation Planning
  Employer-Employee Benefit Program

:: Mutual fund all AMCs & Schemes


» What differentiates you from other Financial Planners ?

To do business one always looks for 4 E’s:

:: Education
:: Experience
:: Ethics
:: Examination
We possess all these qualities as a thorough professional.



» How do I know I can trust you ?

 
We are into this business for since 1989 and have gained trust of 400+ families.  So why not YOU? Our professionalism and services have gained us the Testimonials from our existing clients and Media   

    
» Why do you want me as a client ?

We look forward to work with individuals who are young, dynamic and responsible and are passionate enough to take charge in all phases of their life and want to create a powerful independent future.


» Is there a minimum requirement of funds to avail your service ?

We look at the larger picture of ones Financial Requirements.  Hence there is no minimum criteria, but the individuals potential.


» What can I expect as a client ?
 
You can expect our world class service through which you can short term Goals and Long term Vision.
 
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