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Planning Phase
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.
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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.
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Investment Execution
GCIA coordinates with your banker and sets up your investment accounts
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Tracking
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.
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Review
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.