1. INITIAL CONSULTATION

The purpose of this meeting is to know you better and for you to know us and what we offer. The agenda will include discussions on :

Your past investments and your understanding of it.

Your current investment portfolio and your future financial goals

IT WOULD BE HELPFUL FOR US IF YOU CAN BRING THE FOLLOWING

Income Tax Returns – Prior year

Debt Statements

Investment/Retirement Account Statements

Bank Statements – checking, savings, CDs, etc.

2. PLANNING

We meet again to discuss on the tailored financial strategy that we have drawn based on our assessment and understanding of your requirements.

3. ACTIVATION

We put in motion the plan discussed and chalk out the portfolio accordingly. Our investment specialists will keep you in the loop regularly at every stage.