Investwell Advisory

Plans: EXCEL and PROSPER

We follow following three steps:

First Client Meet: First meeting for understanding client’s need, preferences, risk profile and the status of current investment. It will be an interactive meeting and we expect that client will provide important details of their investment goals, history and fund inflow in near future. We shall cover these points in advisory.
Analyse and Evaluate: We shall evaluate findings of meetings with client, analyses and prepare recommendations.
Advisory Output: We shall submit our advisory report with recommendations.