The client onboarding process begins with an introductory phone call, where we connect with the client to understand their financial goals and explain our services. During this conversation, we also collect basic information and build a relationship based on trust and transparency.
The next step is the Cash Surplus Analysis, where we assess the client's income, expenses, savings, and existing investments. This helps us understand how much surplus income is available for investment and enables us to recommend a suitable financial plan.
Finally, we conduct a Risk Profiler Assessment to evaluate the client's risk appetite. Since every individual has a different level of risk tolerance, this assessment helps us recommend investment options that align with their financial goals and comfort level. By understanding both the client's financial capacity and risk profile, we can suggest the most appropriate investment solutions.
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Written By Megha Singh
