23

Nov, 2018

A financial plan gives you a roadmap for your future. The success of financial plan depends upon its implementation and requires regular updating and should be in line of changing circumstances. Hence Financial Planning & Investment Management must be dynamic in nature. We also offer Ongoing Financial Planning & Investment Management along with support for implementing your Financial Plan. So if you want not only the one-time financial plan delivered to you but ongoing guidance i.e. help with implementation, monitoring and ongoing education to ensure you stay on track, it is available through our Ongoing Financial Planning Services.

Our Ongoing Financial Planning & Investment Management includes

• Periodic meetings to assess the progress of the plan.
• Annual review of financial plan and analyze changes happened during the year and incorporate in the plan.
• Support through email to address additional queries or financial issues.
• Risk assessment and adopt investment strategies in line with your financial objectives.
• Periodic performance Report and Review.
• Rebalancing of Investment Portfolios if required.
• Yearly review on matters related to taxation on your investments and other aspects.
• We advise all to go for both the services although you have an option to choose any of these two or both.