Fincademy @fincademyin - Twitter Profile

over 2 years ago

We have been running @NandiNivesh with a sole purpose of making our clients HappyRich! Here is what we do for our clients: 1) Understanding current financial position of the client: Different clients come to us at different life stages. It could be a someone who has been managing money for themselves over the past or someone who has just got their first job & want to start their financial freedom journey. We undertake due-diligence of client's current financial position before creating the plan. 2) Conduct financial hygiene check-up: Assessment of client's current financial health is imperative. We conduct an in-depth review of client's risk exposures. Eg: Adequacy of life insurance coverage in relation to liabilities of the client. This exercise helps client's understand risk exposures apart from investment related risks. 3) Goal planning: Purpose of any investment is to achieve financial goals & milestones. We assist clients in identifying, planning, tracking & achieving their financial goals. This includes planning for child education, house purchase, retirement, financial freedom & other aspirational goals. 4) Managing risks: Most of the risks in personal finance can be mitigated at lower cost, we ensure that clients have adequate health insurance, life insurance & emergency corpus in order to protect their long-term portfolio. This ensures peaceful journey for the client. 5) Setting right expectations: Our ultimate goal is to ensure our clients achieve all their planned goals. We strive to generate OPTIMUM returns for our clients. Every client has a different risk appetite & no single product can serve all purposes. Our duty is to set right expectations for our clients & keep their focus on goals that matter to them the most. 6) Review of existing plan: We review the existing plan & investments of the client & assist them in realigning their investments towards the right direction. We have a multi-asset approach & are not restricted to single asset class or product. We carry in-depth knowledge of all the products available at client's disposal & ensure the right set of products go into client's portfolios. 7) Assistance in Tax Planning: Taxation plays a vital role in clients finances & can create huge positive impact if managed in the right manner. Investing & distributing client's investment corpus in tax efficient manner is what we strive for. Our clients can expect their investments being managed in most tax-efficient manner. 8) Regular reviews of client's financial plan: We conduct regular reviews of client's financial plan through video calls or physical meetings. We believe that clients are more comfortable when everything that matters to them is being communicated in timely manner. We also believe in educating clients with latest updates & developments in the markets. 9) Client servicing: We currently have a team of 5 highly motivated individuals across various functions to cater our clients needs. You can expect a revert from us within a few hours (sometimes in few minutes) about your queries. We have separate business WhatsApp for operational queries of clients along with email support. If you are looking to truly personalised planning service, DM me or get in touch with me on [email protected] Looking forward to make your family: A HappyRich Family.

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