Schedule A Meeting – MintBox Advisory

OUR APPROACH
Strong character shapes a successful life; we believe the same is true to successful investor

OUR PROCESS
Simplicity makes things happen, Achieving your goal is our success

WHY MINT BOX
As a fiduciary, what is appropriate & Suitable for you is right for us

COMPANY PROFILE
Creating Team & Process to delight our customers, Enduring relationship since last 25 years

First Meeting

Understand what’s Important to our Clients: A free, no-obligation, All round Financial Health Check up is the first step towards getting our clients finances on track. A 60 – 120 minute discussion with one of our Team member is an easy way to review your goals and circumstances so that you can gain a clear understanding about the options available to you to achieve your idea of financial success.

Broadly the meeting is on; 1. Investment Perception 2. Gathering and Organizing Financial Data 3. Goal Analysis 4. Risk Assessment 5. Cash Flow Analysis 6. Clarify Result Timeframe 7. Protection / Insurance coverage 8. Tax Strategy 9. On boarding Options

Second Meeting

Financial planning meeting: Once our team has a clear understanding of what clients wants with their money to accomplish, we help clients identify the trade-offs they are willing to make to achieve the life they want to live.

Every planning, be it Investment or wealth creation, cash flow for life style, education or retirement, our unique process ensures that investments are structured with 1. Right market valuation 2. Product appropriateness 3. Optimum diversification.

Third Meeting:

Investment strategy meeting and wealth plan execution: Clients financial or wealth plan is the road map leading them towards a better financial future. Designed in accordance with client’s goals and situations, a wealth plan will detail actions that will be implemented over the coming year and into the future to help clients achieve their short, mid and long term goals, which is sustainable and efficient.

Broadly the meeting is on 1. Plan presentation 2. Plan Modification 3. Plan Execution

Fourth Meeting / Review Meeting:

60 days follow up: This is to follow up and ensure client is on course and has started implementing financial plan and wealth management solutions.

Broadly the meeting is on 1. Review / Rebalancing 2. Hand Holding / Sharing Insight 3. Monitoring Progress of Your Financial Goals

Success begins with completion of 1000 days into investment plan, the first milestone. We ensure this to each and every of our customer.

Put the detail process – graphically that we have created