Stage 1: Complementary Meeting:
At RPFAS we offer you a first complimentary meeting which will last for around 30 to 45 Minutes. In this meeting we will understand your financial history, goals and expectations. This meeting will be very helpful to make you and we stand on the same platform from where we can start your blissful financial journey. You can fix an appointment and pay us a visit or our financial experts can meet you at your place to decide the further course of action.
Stage 2: Scope of Services:
Having examined your financial priorities, objectives and concerns in detail we can arrive at the scope of services and our nominal professional fees for the same. You can be rest assured for the quality of the services & the amount thus spend by you would be the best investment of your lifetime.
Stage 3: Financial Health Check-Up:
Review of Current financial position We will review & analyze your current financial position and your existing assets and liabilities to check that are You on the Road to Financial Freedom. We would suggest if any investment needed to be modified, identify and quantify particular needs and prepare specific recommendations. As its prudent to first set existing things right and then only move ahead to achieve our ultimate financial goals.
Stage 4: Term selection of your financial plan:
This stage will let you select a plan as in- will you be opting for a Short term investment or a Long term investment.
Stage 5: Final Plan Presentation:
We will prepare final written reports outlining and quantifying your financial goals and objectives, identifying any deficiencies and providing specific recommendations. We will present our report to you, along with an in-depth discussion to answer any questions that you may have. We encourage you to schedule a minimum of one hour and preferably two hours to allow for a thorough plan review.
Stage 6: Actual Plan implementation:
Once you approve the final plan presentation we will start implementing the actual plan. We will guide you the complete financial strategies like where, when and how to invest.
Stage 7: Regular Monitoring:
The financial plan should be reviewed regularly after implementation to determine your progress on achieving the plan recommendations. This stage monitoring will be performed in quarterly basis. In addition, we will address any investment or tax law changes that may impact our original recommendations. We recommend a formal annual review of the plan.
Stage 8: Online access to Your Portfolio:
24/7; 365 Days Now you are just a click away from all the information about your investments. You will be provided with an exclusive portfolio management tool & with user id – password to access your portfolio any time anywhere. Plus it will also gives you regular reminders through sms alerts or mails about all your renewals for your car/bike insurance premium, mutual funds sips, life insurance premium due, mediclaim renewal, ppf deposit date etc.