Goals: We spend time to understand your needs and aspirations and prepare a financial plan to achieve them.
Protect: We help you to prepare yourself if things go wrong financially. We identify what insurance is required to protect yourself and your family.
Asset Allocation: We arrive at the right asset allocation for you based on your risk profile and life stage. We even chalk out a plan for you to move from current to the recommended asset allocation.
Tax & Estate planning: We provide advice on better tax efficient products so that you can invest smartly. We come up with Estate plan for wealth distribution to your future generation.
Investment execution based on your identified goals and risk profile.
Invest smartly in multiple asset classes like Equities, Debt and Gold based on market cycles. This is done based on our proprietary investment model called FTM .
Rigorous product selection process For each of the asset class, FinAtoZ research team uses cutting edge tools and rigorous process to identify best investment products suitable for your needs.
Consolidated view Facility to consolidate your existing investments on our online portal.
Continuous tracking of your investments.
Re-balance your portfolio based on:
Review your financial plan at least once a year.