How We Work
Building a Strong Financial Foundation for Your Future
Here’s a guide for you
We evaluate, comprehend, suggest, and oversee the appropriate solutions for you.
Step1
Understanding your financial needs
Step2
Creating a Risk
Profile
Step3
Financial Planning
Step4
Asset & Investment
Allocation
Step5
Execution (online & offline)
Step6
Periodic Monitoring & Rebalancing
Financial Assessment
We don’t just take a cursory glance at your finances – we conduct a comprehensive examination that would make a doctor proud. Our meticulous approach to financial assessment, combined with advanced analytics, will give you the confidence to know exactly where you stand and where you can go.
In-Depth Analysis
It involves examining financial data and other relevant information to gain a comprehensive understanding of a company’s financial performance, profitability, risks, and future potential.
Advanced Data Analytics
Our financial experts analyze your finances using data-driven insights, including income, expenses, and other factors that impact your financial well-being. According to a study, businesses that use data analytics are 5x more likely to make faster decisions than their competitors.
Comprehensive Evaluation
We thoroughly evaluate your financial landscape, leaving no stone unturned in assessing your current situation. According to a recent survey, 80% of clients who received a comprehensive financial plan from their advisor felt more confident about achieving their financial goals.
Customized Risk Profile
Our investment experts use technology and expertise to align a personalized investment strategy with your financial situation and preferences. No one-size-fits-all approach here.
Personalized Approach
Our personalized risk assessment process is tailored to match your individual needs and goals, ensuring that our financial plan is aligned with your specific circumstances.
Analyzing Financial Goals and Risk Tolerance
Financial goals can include retirement savings, home buying, or funding education, while risk tolerance is the individual’s willingness to take investment risks. This analysis guides an appropriate investment strategy that matches their risk tolerance and financial goals.
Quantifying risk
The wealth manager quantifies the investor’s risk tolerance by assigning a numerical value to the level of risk they are willing to accept.
Financial Planning
A financial plan is a comprehensive strategy that outlines an individual’s, business’s or a family’s financial goals, objectives, and priorities.
Roadmap to Success
The future can be unpredictable. That’s why we create a comprehensive financial plan that not only provides a roadmap for success but also helps you prepare for any potential detours along the way.
Detailed Analysis
The financial plan typically includes a detailed analysis of the investor’s current financial situation, such as income, expenses, assets, liabilities, taxes, and insurance coverage.
Define Objectives
We work with you to define your investment objectives and design a plan that aligns with your unique risk tolerance and financial goals. A recent study found that investors who followed a financial plan that was customized to their risk tolerance had a 90% chance of achieving their goals.
Asset & Investment Allocation
Asset allocation and investment allocation are two related concepts in wealth management that involve dividing client’s portfolio into different asset classes or specific investments to achieve financial goals and manage risk.
Asset allocation
Our team of wealth managers divide client’s portfolio among different asset classes, such as mutual funds, PMS, AIF, REIT’s, INVIT’s, stocks, bonds, etc. based on the investor’s financial goals, time horizon, and risk tolerance.
Investment allocation
specific investments within each asset class based on the investor’s financial goals, risk tolerance, and other relevant factors. This may involve selecting individual stocks or bonds, mutual funds, exchange-traded funds (ETFs), or other investment vehicles.
Execution (online & offline)
This step includes the process of carrying out a financial transaction or investment strategy, whether it’s online or offline.
Online execution
Typically involves using an electronic trading platform to place orders for buying or selling financial instruments, such as stocks, bonds, options, or ETFs. Our team based on above defined factors find the best mix for you.
Offline execution
Offline execution usually involve accessing a wide range of financial products and services, such as retirement planning, tax planning, estate planning, and insurance solutions. Advisors can help investors navigate these complex financial issues, and make informed decisions based on their individual circumstances and goals.
Periodic Monitoring & Rebalancing
Periodic monitoring and rebalancing are important processes in wealth management that involve regularly reviewing and adjusting an investment portfolio to ensure it remains aligned with an investor’s financial goals and risk tolerance.
Tracking the performance
Our process includes continuously observing the investment portfolio’s performance, conducting periodic reviews of individual investments, and evaluating their alignment with the investor’s objectives and risk apetite.
Monitoring
It involves evaluating market trends, economic conditions, and other external factors that could impact the performance of the portfolio.
Rebalancing
Under portfolio rebalancing we adjust the asset allocation of an investment portfolio to meet its target allocation. This guarantees diversification and alignment with the investor’s long-term objectives. We use various approaches, such as time-based, threshold-based, and opportunistic rebalancing weighing the costs and possible missed opportunities.
Discover what makes us different
Ultra personalisation
At Primedin, we believe in giving every client the VIP treatment. We don’t do cookie-cutter wealth management advice because we know that each of our clients has their own unique needs and goals. We roll out the red carpet for every client, tailoring our services to fit them like a custom-tailored suit.
Unbiased Advice
We’re the financial equivalent of a polygraph test – our commitment to complete honesty and ethical standards means that our clients can always trust our advice. We never play favorites or have ulterior motives; our only goal is to help our clients succeed.
Data-driven
We’re like the Sherlock Holmes of the financial world, using data analytics to sniff out potential winners and eliminate strategies with low potential returns. Our team of financial detectives works tirelessly to ensure that our clients get the best possible returns.
Technology-led
We’re more than just savvy with money – we’re also tech whizzes. We use cutting-edge digital technology and automation to serve our clients with the highest level of precision and efficiency. Our clients can sit back, relax, and let us do the work.
Wealth-expertise
Our team of financial experts is like a rockstar groupie – we know all the ins and outs of wealth creation and management, and we’re always here to help our clients navigate the journey. Our clients can lean on us for guidance, advice, and support every step of the way.
Multi-sourced Structure
We’re not just a one-hit wonder – we’ve got connections. Our strategic partnerships with multiple providers mean that we can offer our clients a wide range of financial products and services, customizing investment portfolios and financial plans to meet their unique needs.
