We at Growfinn, believe that prosperity is a way of living and thinking, and not just money or things. We have defined a flexible framework for ourselves to be able to provide an effective solution to our esteemed clientele. We use every interaction as an opportunity to gain more insights, which is why we follow a straightforward two-way communication with our clients.
Our initial meetings play a vital role in helping us acquire as much information as we can. This involves understanding their lifestyle, business, current investment portfolio and risk appetite.
We are attentive to our client’s monetary aspiration, future plans, reall estate investment and other dependencies. This helps us define their Short, Medium and Long-Term Goals better.
Basis the information we gather, we construct a best suited and profitable investment allocation over various asset classes. We make sure that our solutions are aligned with our client’s goals, risk profile, returns expectations and time horizon. We also analyse the requirement of insurances such as term insurance, health insurance in the portfolio for long-term wealth protection.
Once we have planned the investment allocation we make a presentation to the client. We provide the exact understanding and details of the investments proposed and take feedback from the client. If required, we alter the solutions.
On agreeing upon of the portfolio structure, we execute the investments. We take full charge of the process, from registrations and documentation to holding client meetings every month and quarter to review the portfolio performance.