How it Works
How it Works
Our offerings:-
WEALTH | PROTECTOR | BUILDER | MULTIPLIER |
Complimentary SIGN UP | “A” | “A” | “A” |
ACCESS TO WEALTH E-OFFICE | “A” | “A” | “A” |
| Basic Meeting / discusion regaing financial health | “A” | “A” | “A” |
| Financial health check up / current financial status Corrctive meassures / clean up pastfinancial mistakes | “A” | “A” | “A” |
| Basic Advice on | |||
| Risk Protecting | |||
| Life Insurance Planning | “A” | “A” | “A” |
| Health Insurance Planing | “A” | ||
| Asset insurance Planning | “A” | ||
| Developing Networth Analysis | “A” | ||
| Developing Cashflow Analysis | “A” | ||
| Planning Financial Goal & Milestones / realize your dreams | “A” | “A” | |
| Developing / Mapping Funding for Goals | “A” | “A” | |
| ONE TO ONE DATA COLLECTION AND GOAL SETTINGS | “A” | ||
| GOAL BASED REPORTS | “A” | ||
| Developing Retirement Planning | “A” | ||
| Developoing Asset Allocation | “A” | “A” | |
| Developing investment Plans | “A” | “A” | |
| Integrating Current Investment into Goals | “A” | ||
| Developing & Optimising Tax Plans Save tax Smartly | “A” | “A” | |
| NOMINATION CHECK AND WILL PREPAION | “A” | “A” | |
| Setting up Alerts for Reminders | “A” | “A” | “A” |
| Consolidates Goals Funding & mapping | “A” | “A” | “A” |
| Comprehensive Financial Plan Developed | “A” | “A” | “A” |
| Action plan( Summary & Specific action plans with roll out | “A” | ||
| Regular Review/ Rebalancing Session | once in a quarter | once in a quarter | once a month |
| customer support | “A” | “A” | “A” |
| Monthly News letter | “A” | “A” | “A” |
| Implimentation of action plan by Dedicated Financial Planner | “A” | ||
| Monthly statements and regular updates | “A” | “A” | “A” |
| live stress free and confident life | “A” | “A” | “A” |
| Fee (Annual) | 10000 | 30000 | 55000 |
| special limited offer | 8000 | 27000 | 47500 |