Our
Services

Goal Setting

Goals to Guide Your Financial Future

Every individual has ‘Dreams’, and each one of us strives towards achieving the same. We work with you to help you articulate your Dream in well-defined ‘Goals’.

The Goals may include ‘Retirement Goal’, ‘Key Asset Goal’, ‘Children Education Goal’, ‘Wealth Creation Goal’, ‘Contingent Reserve Goal’, ‘Holiday Planning Goal’ etc.

Goal Setting includes

Understanding the current income and expenses
Estimating future expenses and requirements
Identifying Key Financial Goals
Determining / Quantifying the identified Financial Goals

At S&A InvestSmart, client satisfaction is at the core of what we do. The process of identification and quantification of key Goals is carried out using established and time-tested methodologies so as to ensure all important aspects are covered thoroughly.

Strategy & Planning

Foundation to get to the Goals

Once we know what we want to achieve, Strategy & Planning helps us draw out the steps to the Goal. Plethora of options exist in the investment world, each with it's own set of risks, rewards and timeline.

Strategy and Planning includes:

Understanding different types of asset classes
Discussions with respect to the allocation to risk and commitment toward the asset classes and composing a strategy to achieve the said Goals
Identifying and planning various steps leading to the implementation of the strategy

Execution

Where the rubber hits the road

Once the plan is finalized through extensive discussions around the strategy, diligent implementation is the next critical step.

At S&A InvestSmart we maintain a strict discipline to ensure that all the steps & processes are followed - resulting in flawless execution.

Monitoring

Watch, Correct, Repeat

Once the plan is put in motion, it's critical to watch it work. Each asset class has it's behaviour with different levels of responsiveness. It's an uncanny balance of impulse combined with patience that sets us apart.