Professional Documents
Culture Documents
ADVISORY SERVICES
Our Vision
Ankur
founded
the
firm
in
2013
with
the
aim
to
provide
high
quality
advisory
services
Our
vision
is
to
protect
clients
and
their
families,
while
helping
to
preserve
and
enhance
their
wealth,
by
building
a
strong
relaDonship
based
on
honesty,
integrity
and
openness.
Through
our
range
of
services,
we
work
with
our
clients
to
provide
them
with
the
advice
and
guidance
they
need
to
achieve
their
financial
aspiraDons.
Our
service
is
built
around
comprehensive
financial
planning
and
sound
investment
principles.
By
exploring
goals
and
objecDves
we
deliver
a
tailored
financial
strategy
to
meet
our
clients’
needs.
We
think
it’s
important
to
understand
our
clients
and
for
our
clients
to
understand
us
We
are
commi[ed
to
regularly
evaluaDng
your
investments
to
make
sure
our
financial
strategy
suits
your
financial
plans.
HOW
WE
WORK
Discovery
MeeJng
We
offer
all
clients
an
iniDal
consultaDon.
Once
you
decide
to
proceed
with
our
services,
our
first
meeDng
typically
involves
a
‘fact
finding’
exercise.
The
main
purpose
of
this
meeDng
will
be
to
obtain
as
much
informaDon
as
possible
relaDng
to
your
financial
circumstances
and
objecDves.
Therefore,
it
would
be
advised
you
bring
along
details
of
any
policies,
schemes,
investments,
mortgages,
financial
outgoings,
wills
and
trusts
that
you
have.
Where
necessary,
we
will
forward
your
authoriDes
to
your
product
providers.
The
addiDonal
details
issued
by
the
provider
will
be
analyzed
with
the
informaDon
gathered
at
the
discovery
meeDng.
We
may
need
to
refer
back
to
you
for
further
informaDon.
The
next
stage
will
involve
us
preparing
a
personal
financial
planning
report
se]ng
out
our
professional
recommendaDons,
explaining
why
and
how
they
will
help
to
achieve
your
objecDves.
From
here
we
will
present
our
recommendaDons
and
proposed
course
of
acDon
to
enable
you
to
achieve
your
financial
goals.
On
acceptance,
the
next
stage
is
to
implement
the
plan.
We
will
assist
you
in
compleDng
the
paperwork
and
monitor
your
applicaDon
through
to
policy
issue,
while
making
sure
you
receive
any
necessary
policy
documentaDon.
Review
A
further,
opDonal
stage,
is
monitoring
your
financial
plan
and
reviewing
it
at
regular
intervals.
This
allows
us
to
make
any
necessary
adjustments
and
ensures
that
you
are
progressing
towards
reaching
your
goals.
SERVICES
ReJrement
Planning
How
much
do
you
need
to
save
for
reDrement?
Or
equally,
how
much
income
do
you
require
in
reDrement?
We
work
with
you
to
iniDally
establish
these
reDrement
goals
and
further
work
toward
achieving
your
target.
Regular
reviews
of
your
investment
holdings
and
reDrement
goals,
can
ensure
that
you
remain
on
track.
Our
targeted
wealth
management
proposiDon
is
flexible
and
adaptable
to
any
change
in
circumstances.
The
most
common
and
o`en
detrimental
approach,
is
to
bury
your
head
in
the
sand
or
fall
exposed
to
unnecessary
risks.
Entrust
your
reDrement
to
regulated,
qualified
expert
who
will
seamlessly
transiDon
with
you
through
to
reDrement.
Investment Planning
Our
asset
allocaDon
model
porXolio
service
is
constructed
to
seek
capital
appreciaDon
by
providing
downside
protecDon.
We
conDnuously
monitor
market
behavior
and
poliDcal
news.
At
a
minimum,
on
a
quarterly
basis,
we
may
choose
to
rebalance
the
porXolio
to
conDnually
maximize
returns,
limit
any
potenDal
downswing
and
ensure
the
porXolio
remains
within
the
allocated
risk
parameters.
Whilst
we
appreciate
each
client’s
circumstances
differ,
the
cost
effecDve
manner
of
the
model
porXolio
service
ensures
they
can
be
strategically
implemented
against
your
individual
goals
without
detriment
to
the
rest
of
your
porXolio.
PorNolio
Opinion
If
you
are
not
a
first-‐Dme
investor,
chances
are
that
you
have
a
baggage.
O`en
a
review
is
necessary
to
ensure
that
you
are
invested
in
products
that
are
of
high
quality.
We
idenDfy
the
risks
that
can
hamper
returns
of
the
porXolio.
A
detailed
Snapshot
on
the
return
/
risk
a[ributes
of
a
porXolio,
enables
efficient
discussion
over
the
next
course
of
acDon
required
for
the
porXolio.
We
also
provide
an
insighXul
analysis
of
the
risk/reward
a[ributes
of
a
Mutual
Fund
and
its
potenDal
performance
based
on
our
investment
framework.
Beyond
the
obvious
historical
analysis
of
the
fund’s
performance,
our
proprietary
stock
coverage
is
used
to
assess
the
quality
and
valuaDon
of
the
Mutual
Fund
porXolio.
We
provide
a
much
be[er
comparison
tool
to
the
fund’s
past
performance
as
well
as
current
valuaDon
of
the
Mutual
Fund’s
PorXolio.
WWW.ANKURKAPUR.IN