A lot of our clients ask us, ” What will I get if I signup with you guys ?”
Now financial advice is an intangible thing and you will see the value of it a few years later + most people have been getting ‘free advice’ from their friends / family / neighborhood insurance agent / bank relationship manager etc etc
Now one of the problems with this is that it is usually piecemeal / generic / product specific advice – e.g. “Buy this policy” or “Invest in stocks” or “Fixed Deposit is the best” etc
All this advice is from their point of view without really understanding what YOUR specific requirements are – This often leads to confusion and more questions in your mind.
[ Why ] should I Invest my money ?
[ What ] should I invest it for ?
[ How ] do I plan for it ?
[ Where ] do I invest my money ?
[ Should ] I buy the Insurance product which the agent is recommending ?
[ etc ] [ etc ] [ …. ]
We first LISTEN and understand your requirements and questions you may have and help fill in the blanks with the right answers.
This ensures that you invest confidently after evaluating all the options available to you. Talk to us.