Investment Management

Number of sessions : 5

Objectives : 

1. Conduct comprehensive discussions and assessments to identify the client’s specific investment aspirations, risk tolerance, and long-term financial goals.
2. Create a customized investment plan that aligns with the client’s goals, risk profile, and investment horizon.
3. Educate the client about the various risks associated with investment and implement risk management strategies within the investment plan.
4. Connect with the relevant network of experts and investors
5. Establish a system for ongoing monitoring and regular portfolio reviews.