Family Financial Planning


We have a proven and unique approach in providing our services in financial planning to our clients. Our advisors have listed out a six step process in order to fully cater the services of financial planning to our clients.
1. Identification of the objectives : At Opulence, we believe that it is our utmost priority to understand the objectives, aspirations, and goals of our clients. This gives us a clear picture and direction to help our clients to reach their goals.
2. Data gathering : We believe that it is very important to understand the present scenario of our client. We take a thorough stock of our client’s finances and other related documents.
3. Data analysis : This is a very important step in the whole process. At Opulence we have latest in-house facilities for data crunching. We have a separate division of data analytics individuals who are highly experienced and qualified.
4. Propose recommendation : In this step our well qualified and experienced team of advisor’s formulates and recommend the solutions. These recommendations are thought thoroughly and are backed up with an approach to achieve the right results. A company with no tie-ups we offer unbiased recommendations to our clients.
5. Implementation : We believe that having our client engaged in this process is of utmost importance. The relationship manager discusses the solution in length, and with the agreement of the client we move forward in implementing the proposed recommendations.
6. Tracking and Review : This is the Opulence Difference. Due to volatility in the financial sector, we strong believe and implement the idea of tracking and review. The main motive of this is to keep our client updated with latest market trends and adjust their plan according to the different scenarios and client’s changing needs..