We follow the standard framework in making your plan. That said, our differentiation is our methodology. We like to follow an outcome based approach and we like to advise you based on the metrics.
We believe it's your "Merawala Plan" so we listen to what you want. We propose to make your plan, your way. We have designed the whole process in multiple phases for you to understand, absorb, participate & appreciate the value of financial planning.
In the engagement phase, we work along with you on contracting, fees & KYC. In the discovery phase, we understand your financial affairs, risk profile & requirements. In the planning phase, we explain our thought process behind the strategy outlined in your plan. With your inputs, we then jointly shape the plan.
We help you execute the plan. Every client has a different way to execute. So we work closely with you in identifying what works best for you. We enable you with value added insights based on our research in the personal finance area. Finally, we conduct review(s) based on a mutually agreed schedule.