STAGE I - PREPARATION
  • Sign Non Disclosure Agreement

  • Complete Client Questionnaire

  • Take Risk Profile Test

BUILD A DEEP UNDERSTANDING
STAGE II - PRESENTATION
  • Analyze your current position

  • Simulate a long-term scenario

ANALYZE, INTERPRET, AND EVALUATE
 
STAGE III - PROPOSAL
  • Communicate in the Right Language

  • Align our advice with your risk profile

OBSERVE, UNDERSTAND PREFERENCES, AND SUGGEST
 
STAGE IV - IMPLEMENTATION
  • Construct a Financial Analysis Report

  • Review and Stay the Coarse

APPROVE, IMPLEMENT, AND REVIEW
 

Prasanna Radhakrishna

I have been associated with this firm for almost 4 years now and I must say I am very satisfied with my financial foundation, its growth pattern/potential and the professional advice that I receive. One of the best part about this relationship is that I get to make the final decision of whether to go for a product/scheme instead of the adviser making the final decision for me. Risk is always associated with any financial investments, but a step by step approach...

Entrepreneur, Bangalore, India.

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Dr. Ganeshakrishnan Iyer

I have been associated with 29k team since 2007. At the outset I must say that the team is very professional in providing financial services. Financial planning is done based on personal needs. 
I am personally very satisfied with the response I get to my queries. My requests are promptly attended to. I have no hesitation in recommending this team for anyone who wishes to all real financial advisory services. 

Consultant Cardiovascular Surgeon, Vikram Hospital, Bangalore, India

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Gaurav Jha

I have been associated with 29k for more than 2 years. They are thoroughly professional and provide detailed information, advice about investment to clients based on individual needs. I have been working with Mr. Ajeet Pandey as my investment advisor. He has great in-depth knowledge about all factors to consider before investment.His technique of explaining even the most difficult strategy is specially to be appreciated. With constant review...

Principal Member of Technical Staff, Oracle, Bangalore, India

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