OUR PROCESSES

Risk Profiling

At Investlink Group we aim to help our clients feel at ease by investing their hard earned assets with us. Our main goal is to maximise investment returns within the boundaries of what our clients consider to be an acceptable level of risk. At the same time, it is also important to remember that risk and return should be viewed as a trade-off. At Investlink Group, we aim to understand our clients` risk profile, as it helps us determine the appropriate trade-off for each individual client need risk and investment advisors.

What to expect when you see a financial planner at InvestLink Group Pvt. Ltd.

THE 7 STEP PROCESS

Current regulations require that any personal advice must be appropriate to your circumstances. While you have the right not to disclose personal information, you need to be mindful that any advice you receive may not be appropriate to your individual needs and financial situation. Our 7-step process involves:

An initial consultation that allows us to find out about each other.

We will collect all the information we need from you (sometimes called `fact find`).

We will help you identify your goals and current financial position. We normally do this at the same time as the `fact find`.

We will consider the building blocks or strategies (eg, tax, social security, estate planning etc), then develop and present you with written recommendations in a financial plan (called a Statement of Advice).

We will discuss the recommendations with you, and make sure you are comfortable and agree.

We will implement the agreed recommendations.

We will periodically review your objectives, financial situation and needs.

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