Financial planning is the process of creating a roadmap for achieving your financial goals. It involves assessing your current financial situation, setting financial goals, and creating a plan to achieve those goals.

Strategic Asset Allocation is goal-based asset allocation. Each of your goals are backed by specific investment portfolios that tries to achieve the goal set. Dynamic asset allocation, on the other hand, adjusts your asset mix based on changes in market conditions.

The changing market dynamics sometimes throws opportunities that sometime requires temporary change in asset allocation until the situation reverts back to the status quo. As we oversee your investment, we will keep you posted about such opportunities that you may capitalize to enhance your wealth.

 Mutual funds are investment vehicles that pool money from many investors to buy a diversified portfolio of stocks, bonds, or other securities. The value of a mutual fund's shares will rise and fall based on the performance of the underlying securities.

Planning for retirement involves assessing your current financial situation, setting retirement goals, and creating a plan to achieve those goals. This can include, creating a household budget, evaluating your insurance needs, saving for retirement, and evaluate investment options.

Portfolio management is the process of monitoring and making decisions about a portfolio of investments to achieve specific financial goals. This can include diversifying investments, managing risk, and regularly reviewing and rebalancing the portfolio.