Advisory Services

Our consultants are experienced and flexible, supporting our clients through the changing operational and regulatory landscape.

Area of Services.

  • Project Management
  • Business Analysis
  • Operational Support
  • Change Management

Services provided by us

Investment funds (TA, FA, Custody, ManCo) operational support

Migration support (legal documentation, data & process transfer, gap analysis)

Fund Administration oversight

Project Management

Business Analysis (processes/ procedures)

Business change (fund launches/ mergers/ closures)

Systems change, development & implementation support

Operational change engineering

We offer

Get Excited to change your bussines

The process is easy!

1

Tell us exactly what you need

2

We'll plan the perfect working for you

3

Enjoy the work we've done

Our happy customers

We have helped many companies set up business processes

Take a look at a few recent reviews from our customers

Andrew

5/5
I recommend the company – they provide tailored offers, they care about both companies looking for new employees and employees looking for a new company, frequent contacts, inquiries about the status of interviews, helpful in resolving differences between employers and employees 😉

Olga Mykhailova

5/5
Thank you for your help in looking for my job! It was an uncommon recruiting process I felt like a member of the employee-recruiter-employer team. It wasn’t stressful for me. It was a working partnership. Thank you.

Emanuel Sadler

5/5
This is very good agency I see the all review , I want to contact your staff can you give me WhatsApp number.

You ask, we answer

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life; it’s not just about buying products. (courtesy Chartered Institute for Securities & Investment) Our services cover various aspects of planning:

  • Risk Profiling
  • Review of existing assets and liabilities
  • Counseling for removing unproductive asset
  • Assessment of Financial Goals (retirement, child education, home purchase, etc.)
  • Prioritization of Financial Goals
  • Goal Affordability
  • Goal-based Investment Advice
  • Customized Asset Allocation
  • Emergency/Liquidity Planning
  • Detailed Investment Plan (including mutual funds, and other products)
  • Review of Existing Life Insurance products; Review of existing Health and Disability Insurance
  • Insurance Adequacy Assessment
  • And many more

We finalize the plan after you completely understand it. We provide a detailed list of actions. It is quite simple to implement these steps. As a fee-only planner, we do not implement the plan for you. We would put you in touch with appropriate implementation platforms – Insurance Aggregators, Direct Mutual Fund Platforms, etc.

Through the year, you can consult with us on any aspect of the implementation

We use a combination of open source tools and customized calculators to analyze the inputs and create a comprehensive plan.

The tools are one of the factors that affect the quality of the plan. The process used to create the plan, customization to your requirements, and the knowledge of the planner are other major factors that contribute to the quality of the plan.

We treat our client information with utmost confidentiality and would not share this data at any time. We can provide you with sample plans on request.

Ready to change busines proces in your company? Get a quote now!