First things first, we believe in thoroughly understanding clients goals and needs—this includes a review and thorough analysis of the client’s existing investments—we create an investment plan as per our conclusions.
Creating a Customized Portfolio
Once the client agrees to our plan, we take on asset allocation—we create a portfolio that’s in alignment with the client’s goals and values.
GCIA coordinates with your banker and sets up your investment accounts
GCIA provides timely reports—as per client requirements. It’s up to you whether you want a monthly report or whether you want a quarterly, even annual report. Your personal senior planner will explain any queries you have in person. Furthermore, we also provide any taxation related documents, requirements—your personal planner can arrange a meeting with a specialized Chartered Accountant and/or other accounting related professionals. Finances are complicated—and a highly personal matter. We believe in providing the best customer experience.
Life goals and circumstances change—and as such, we will reassess client goals on a regular basis and make any changes required. Once again, our professionals are always available, at any moment, to answer any queries.