Investment Planning

We believe that investment recommendation process is very important. For this, it is very important for us to understand the client – goals, time horizon for investment and the risk assessment.

After extensive discussions with you, Financial Radiance arrives at the asset allocation and then determine the appropriate products which are needed for investment. Financial Radiance predominantly helps clients in achieving their goals through investments in mutual funds. Selectively, we also recommend investing through Portfolio Management Services (PMS) especially in those countries where there could be regulatory concerns in investing through mutual funds. The research is also a continuous process. Regular meetings with the fund managers for various funds – whether in person or over phone conference calls also help in this process as it is very important to understand their perspectives on the macro economy, industry outlook and their approach towards investments.

investment planning

The process of implementation is seamless with minimal documentation. The mutual fund investments are done through the BSE Star MF Platform. For the PMS, we have a tie-up with a leading organization which has the expertise and access to all the PMS schemes and therefore we are able to make the most optimum selection depending on the goals, risk profile and time horizon of our clients.

For tracking of investments, the clients are provided with an App wherein portfolio valuation happens on a daily basis along with the availability of various reports such as Portfolio Summary, Capital Gains etc. Seamless investment implementation reduces the operational work and provides us the opportunity to work on more value-added services like interacting with clients on their goals, tracking of goals, portfolio reviews, research etc.