Celeb Financial Planners Global

Other Details

Having a clear understanding that time is a person’s most precious commodities; we look to simplify investment planning process by serving as a person’s single point of contact and help him incorporate all aspects of his financial life into comprehensive plan. Our investment advisory approach also involves rigorous as well as disciplined manager selection, oversight and as well as ongoing evaluation process for all asset classes.

Investment planning service includes:

    Risk profiling
    Asset allocation & portfolio construction
    Creation & accumulation of wealth through systematic investment plans (sip)
    Detailed performance monitoring & in-depth reporting
    Ongoing portfolio oversight & coordination to help clients achieve effective diversification, tax minimization as well as wealth management
    Regular review of progress & portfolio rebalancing where ongoing portfolio oversight & coordination helps clients to achieve effective diversification, tax minimization as well as wealth management