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It is a systematic, tool driven process of estimating the future cost of your financial goals and thereby providing a fair guidance on how much you need to invest regularly to accomplish these goals. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning. We help you to work out on where you are now, what you may need in the future and what you must do to reach your goal. This involves gathering relevant financial information, setting financial goals, examining your current financial status and coming up with a strategy on how you can meet the gap.

Benefits Of Financial Need Assessment:

 You get unbiased guidance through proper tools and system.
 You save adequate amount of money in appropriate products and avoid making wrong investment decisions.
 You review the progress of your investments against the initial assessment done and make changes to it as necessary on a ongoing basis.
You put your trust in the hands of an expert and your mind at ease.

Our Role

As financial product distributors, broadly our role is :

 Work with clients in gathering information about their future goals, existing cash flows etc. and mapping this information into the system to generate Need Assessment report.
 Providing information on financial products. 
 Finding suitable products and providing execution services for financial products.
 Ongoing portfolio/investment reporting , review and re-balancing.