Customised Investment Planning

Customised Investment Planning

Our customised investment planning approach will help you design a plan that’s well suited to your needs. This, combined with a wide range of investment products and in-depth research, helps you continue meeting your investment goals at different stages in life.

Customised Investment Planning 

  • Step 1: We understand your Risk Profile by carrying out an in-depth profiling exercise
  • Step 2: Based on your risk profile, financial goals and investment horizon, a suitable asset allocation plan is suggested to you
  • Step 3: From our wide range of investment options, we recommend investing in various asset classes like Debt, Equity and Alternate Assets based on suggested asset allocation
  • Step 4: We monitor your investments and regularly update you on their performance and how it impacts your asset allocation
  • Step 5: As your financial goals change over a period of time, we review your investment plan keeping your needs in mind

This Five Stage process is backed by in-depth research on different asset classes and a wide range of investment products.