We begin the Wealth Management process with an in-depth discovery meeting to discuss what you want
your assets to accomplish for you and your family. We work with you to identify priorities that are important to
you and unique to your circumstances. Together, we develop a step-by-step, long-term strategy that we will monitor and adjust
to ensure that the plan consistently reflects your goals.
Establish a personal investment strategy based on key factors such as your risk tolerance, time horizon and financial needs.
Recommend an appropriate asset-allocation plan based on your objectives
Select specific investments to implement the asset allocation strategies for you
Monitor your investments through ongoing, detailed statements, performance reports and regular meetings with us.
F-20, Manthan-222, Opp. Osia
Mall, Mhalaxmi Lake Cross Road,
Vatva, Ahmedabad-382440.
+91 8000510580
MK Financial Services © 2022
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