Accountability - We follow through on your financial commitments by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

We follow a Proactive approach to anticipate your life transitions and are accountable to financially prepare you for them. We regularly assess any potential life transitions and create the action plan necessary to mitigate them.

We also ensure your financial literacy is improved by running various education series on personal finance and wealth management. We keep you updated with what’s happening in the world of finance through our Monthly Newsletters and Blogs.

Collaborative - Having an effective communication & collaboration channel between you and your financial planner is key when it comes to not just having a financial plan, but also to ensure they are timely executed.

Before starting a financial planning exercise we take time to clearly understand your background, your current financial health, your needs and objectives and work collaboratively with you in your Financial Freedom journey

We help you avoid taking emotionally driven decisions in important money matters, by guiding you at key moments of the decision-making process and ensuring you have all the information and research required.

Target Oriented – We define Goals and create Financial plans following the SMART methodology.

• S - Simple: Plans which are simple to understand and act open
• M - Measurable: Plans which can be measured in terms of definite numbers and outcomes.
• A - Achievable: Plans which are realistically achievable basis your current financial health, your investment habits and loads of other factors. We dont believe in giving you moonshots.
• R - Relevant: Plans which are objective and have relevance in your life journey
• T - Target oriented: Plans which have a defined time frame.

Before we start execution, we document and agree on a holistic plan considering your short term and long term goals. This targeted approach helps you to measure the progress. As all our financial plans are target oriented, we review them periodically to capture changing circumstances, market conditions and ensure they remain relevant.