Financial Radiance is a catalyst to help you keep monetary matters on track and provide unbiased support. While you continue to focus on other pressing commitments like work, children’s education, following passions and taking care of elderly at home, we provide support to help you achieve your financial goals through a structured financial planning process.
We follow a very holistic and a structured approach towards financial planning by having a customized personal financial plan for each of your clients. We have a detailed structured approach wherein we understand financial goals, risk profile, time horizons for investment and emotional behaviors of our clients. We provide right perspective and expectations, and then arrive at realistic financial goals.
The process of implementation is seamless with minimal documentation.
For tracking of investments, the clients are provided with a website login and an App (currently on Play Store) 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.
Financial Radiance also provides advice on all operational matters like PAN, KYC, bank account type etc.