INVESTMENT PLANNING PROCESS
"It's All About Taking Responsibility"
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Investment Planning Process

1. Saarthi – IFS Module

  1. Asset Allocation Strategy : Value based
  2. Dynamic Market Strategy : Market Based
  3. Risk Profiling Strategy : Risk Based
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2. Suchak – Clients Module

  1. As per clients requirement
  2. Systematic Investment Plan (SIP), Tax Planning (ELSS), Retirement Planning, Liquid Fund Investment, etc.
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3. Lakshya - Financial Planning Module

  1. Compressive Financial Planning report
  2. Financial Plan for Child Education, Child Marriage, Retirement, etc.
  3. The Financial Planning Module will be mainly executed through Systematic Investment Plan (SIP)
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