In the world of wealth management, the first important step is to understand the Client’s need, projections, and available fund reserve to invest in order to achieve the desired goals.
After thorough discussion, advise the client on various options of investments and take consent of the client on the same. Then the wealth plan is being prepared with client approval.
The fund manager will divide the invested funds into various buckets as per the wealth management plan. Assign and intimate for respective services activation. Update the client and provide the confirmation.
Client advisory/relationship executive will be available to cater to the services enlisted under the MOU, solve the queries, monitor all timely returns, etc. Lotus Group perceives “Client first” and activated.