Wealth Folio's unique Wealth management services works through its experienced Certified financial planners, who personally meet investors and follow the 6 step format of comprehensive financial planning
Our 6 step format of comprehensive financial planning.
1. Establishing Client-Adviser Relationship
2. Understanding Client's Situations & Goals
3. Analyzing client's Financial needs
4. Developing Recommendations and Strategy
5. Offering the Right Products and Services
6. Monitoring the Performance
Take a Second opinion from Wealth Folio Experts before investing in any financial product.
Wealth Folio will give you all the information you need to take decision on product or service you are planning to invest with Prospects and Constraints of investing in such product.
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Now forget calling your relationship manager again and again for your portfolio statements and fund values.
Create Update and Track all your stock, mutual funds and other investment portfolio in one view. Just download simple App on your phone and keep stock of your entire Wealth folio on your finger tips.