ASK Wealth Advisors

Our Process

A new home, education, retirement or just plain wealth creation and management are what make financial goals. ASK Wealth Advisors provides direction and meaning to its clients’ goals through a 3-step process to create the right financial plan.

Step One: Financial Health Diagnostics

This step consists of making a customised financial plan for an individual client to achieve outcomes like:

• Client risk profiling
• Financial goals analysis
• Cash flow and net worth analysis
• Current vis-à-vis suggested asset allocation comparison
• Cash flow projections
• Estate planning and risk management

Step Two: Portfolio Consultation

This is a step where recommendations are given, post a detailed review of the existing portfolio to achieve outcomes like:

• Sectoral and stock level analysis on equity portfolio
• Debt portfolio analysis
• Proprietary rating analysis on existing mutual funds in the portfolio
• Goal based recommendation of asset allocation
• Recommending insurance plans as per insurance needs

Step Three: Implementation and Monitoring

This step essentially involves construction of recommended investment portfolio. The portfolio is continuously tracked to keep a check on recommended asset allocation for a client. Rebalancing of portfolios, where there is deviation from recommended allocation is achieved through system driven alerts and triggers. Tactical (short term) and strategic (long term) calls are taken on client portfolio through active portfolio management.