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