Here at SS Advisory we have structured a 6 step comprehensive process: |
| 1.Risk Analysis : |
| While every individual is risk averse,the degree of risk aversion vary from individual to individual.Thus any investment objective without a risk return analysis is futile.Hence at SS Advisory we lay extra emphasis on risk profiling of our client ; so that their Investment psychology is in sync with the actual Investment . |
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| 2.Investment Policy: |
| We as Wealth Strategist ,articulate a set of values that will be the foundation of future wealth management planning.Thus we lay extra emphasis to educate our client s on the various financial jargons,basic financial concepts and other macro economic variables. |
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Asset Allocation: |
| Diversification and focus combine the best of both worlds.With diversification we achieve Risk mitigation and with focus,intensity. |
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| 4.Fund Selection: |
| We start with the entire universe of investment funds.By employing suitable elimination criteria and the requisite selection criteria we prepare a research report every quarter. While preparing the report the important fund selection parameters are considered and on the basis of both qualitative and quantitative parameters a fund is selected. |
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| 5.Portfolio Monitoring: |
| To achieve Objectives set at the time of the investment,it is imperative that the portfolio is monitored on a regular basis.Here at SS advisory your portfolio is always under the experts supervision of our core investment team to make sure your hard earned money is channelized the right way. |
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| 6.Review and rebalance: |
| During our quarterly client meeting with our clients,we review the objective set at the time of investment to make sure that the investments are in sync with the objectives set .Also if the need be we rebalance the portfolio based on the need of the investor.
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