UNDERSTAND
Our 360* approach starts with YOU at the center. We start by analyzing your existing investments, income, expense, assets, liabilities, life cycle, net worth, financial goals, risk appetite etc.
Investment Philosophy & Process
Affluent Capital Goals Planning System
To reach your goals, you need a wealth plan informed by a comprehensive assessment of your current budget and finances, clear objectives and sound advice that puts you in the center of the process.
Using our Goals Planning System ( GPS), We work with you to develop a plan that includes not just investments, but also ways to help mitigate taxes, manage your everyday finances and address borrowing needs. Plus, we provide regular process updates so you can see whether your savings and spending habits are in line with your goals-making it easier for you to stay the course.
DESIGN
Post which, we make a comprehensive financial plan optimizing all the aspects of finance with unbiased product selections – customized and keeping in view your risk profile, investment objective and preference.
EXECUTE
Seamless execution of the financial plan through our integrated technology platform at lowest cost.
REVIEW
Monitoring and reviewing regularly to ensure you are on track to achieve your financial goals including evaluation of portfolio performance, benchmarking and portfolio analytics.