We will have detailed discussions with you to understand your financial goals, assess your risk profile and life security requirements. Based on this we help you identify asset classes and life cover that would suit your investment objectives and life security.
We will remain in touch with you on a regular basis through any medium of communication for any discussions you may want to have and will set up annual meetings with you to jointly review your portfolio to see if your investment objectives are on track. Though, I strongly urge my all my clients not to monitor their portfolios on a daily, weekly or quarterly basis as the noise can tempt them to deviate from the strategy.
Based on our interactions, investment options are presented to you along with a detailed explanation of the pros, cons, and potential risks involved in each case. We insist that you fully understand the products on offer and take informed decisions to shape your future course of investments.
(At this initial meeting, we discuss your current financial situation, your specific goals and any challenges you may face as you work toward those goals.)
