Financial Plan Implementation
When you have engaged us for Financial Planning services it is natural that one may seek assistance for the fulfillment of the recommendations contained in the Financial Plan. In other words this is the implementation or Execution of the Financial plan that has been created for you whether online of offline.
We would be delighted to offer these services to you in addition to the planning services.
Implementation Services
► Written document of PFS Implementation Strategy – 10-30 pages
► Preparation of Implementation Schedule
► Incorporating existing investments & products
► Portfolio planning keeping in mind the various entities in a family household and their tax situation
► Monitoring the portfolio constantly – Updates send as per monthly schedule and detailed sent as requested
► Fees are 100% variable and linked to performance ensuring 100% transparency & efficiency of our pricing. If there is no performance then no fees are payable for that year. Fees may comprise of holding amounts akin to cover charges payable at the start of the year and adjustable from the final fees payable at the end of the year.
► At any time you may request any MIS that you might like to have inclusive of historical transactions, detailed investment reports, portfolio of underlying securities
► Annual reports comprising of capital gains is sent each year in the month of May.