This complimentary discovery call is all about getting to know you - your goals, your current financial picture, and what matters most to you. I'll walk you through exactly how I work, my fee-only approach, and answer any questions so you can feel 100% confident about whether we're the Right fit for each other. No pressure, just an honest conversation.
Once you agree to work with me, I'll send the Investment Advisory Agreement via Leegality. You will eSign it using Aadhaar + OTP & email me a copy of your PAN & Aadhaar for SEBI-mandated KYC. I'll share the invoice for the first year's fee, the Data Sheet, and the Risk Profiling Questionnaire. Our formal engagement starts after receipt of the fee. You will fill in the data sheet and complete the risk profiling form.
I will help you complete the data sheet & organize your data in one place. We will discuss the input data to gain a better understanding of your financial situation, cash flows, insurance, loans, investments, investing experiences, knowledge about investing & money, comfort level with market volatility, life goals & time horizon, how you & your spouse make financial decisions, and any factors that matter to your finances.
We will discuss the core of the plan recommendations, & Knowledge sharing will be on the following topics: Personal finance, Mutual funds, Risk management, Portfolio construction, investment strategy, asset allocation, portfolio rebalancing, equity market history, Requisite temperament for equity investing, etc.
After incorporating your valuable feedback, I will finalize and present your financial plan and also address all your doubts and questions. We will also discuss a step-by-step Action Plan with timelines and responsibilities for the execution of the plan.
As this is an advice-only model, the responsibility to execute the plan is with you. I will support you in the execution of the plan & review the plan on a need basis in the engagement period. We will have a follow-up meeting for mid-year review of the plan.
J SATHEESH KANNAN
Registered Investment Adviser With SEBI
(Registration Number: INA200013503)
Registration Type - Individual
Validity -Perpetual
SEBI – Bengaluru Local Office
Address- # 80/1 1st Main Road, B Channasandra, BANGALORE, KARNATAKA, 560016
Contact Mail IDs - jrmskannan@gmail.com & info@finintellect.in
Registration granted by SEBI, membership of BSE Administration and Supervision Limited (BASL) and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the Investment Adviser or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.