Financial Planning, one of our most premium services, is one of a kind service. Tailored for individuals that maximize their returns in a way they want. We assess our client's risk averseness capacity and advise them accordingly, with respect to the quantum of returns our clients desire.
Financial Planning at Birju Acharya IMF Pvt. Ltd. involves a series of steps for better clarity and execution.
Firstly, we define your financial objectives and your goals out of such financial management outcomes. Then, we gather your financial and personal information. Based on which our Relationship Managers and Equity Advisors analyze such financial and personal information.
The said is passed on to our Wealth Managers, where a financial plan is developed and presented to our clients. And lastly, we implement such strategies and review them from time to time, in ways that maximize our client satisfaction.