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Next steps and timelines

Activities: Timeline
To discuss/resolve queries and sign investment advisory agreement2nd to 14th day

Data Collection on existing Incomes, expenses, committed savings, EMI, non-periodic incomes/non periodic expenses, assets, liabilities, insurance, goals, etc (Form, Queries, Documents)

Confirmation of initial analysis of existing cashflows and existing data

15th to 21st day
Confirmation of Existing Asset Allocation based on current data22nd to 28th day
Initial Discussion for presentation of plan and Risk/return presentation29th to 35th day
Presentation of Draft plan and discussion on revised draft plans and arriving at implementable plan36th to 45th day
Implementation of Action Plan46th to 60th day
Implementation ReviewAt the end of 90th day
  • You will receive an email from “”. We request you to check the email and respond to it.
  • If you have shared your mobile number then you can expect a call from Sandeep Tahilramaney, Sr. Financial Planner on+91 98265 00035″.
  • You can also call Sandeep Tahilramaney, Sr. Financial Planner on+91 98265 00035 for more information.

PS – In case you don’t receive an email in your inbox, kindly check the junk/spam folder.”

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