The entire process can be summed as given below:
- Frist off all meetings with you wherein we are explain the Financial Planning process and answer your queries if any.
- Receiving the Letter of Engagement duly signed by yourself.
- Forwarding you a detailed questionnaire.
- Answers to the questions therein will form the basis of the Financial Plan.
-The Plan preparation.
- Receiving the "Authority to Proceed" Letter enabling us to carry out the recommendations contained therein
.
- Plan Implementation
- Periodic Plan Review
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