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Price : |
Rs. 1
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Type : |
For Sale |
Contact : |
Vidya
- 0777066658 |
Date : |
09/08/2017 20:14 |
District : |
Colombo |
Details : |
We are a group of Qualified and well experienced Chartered Accountants / Chartered Management Accountants / Certified Financial Analysts. We give Personal Wealth management Services, Tax advisory services, Long term Personal/Family Risk management services to our clients.
Our Personal Wealth Management Service procedure has a very simple five step process.
1. Discovery Meeting, where we try to understand the customer investment needs, personal goals, financial security requirements, retirement requirements, short-term funding requirements, Life insurance needs etc...
2. Investment planning and options evaluation meeting.
3. Commitment Meeting
4. Organization of Paperwork.
5. Finally, we give performance measurement and track progress towards achieving wealth management goals and goals.
Please call +94715346364 for a high yielding personal wealth management planning service meeting, that will increase your net wealth position by at least by 5%-10% per year. |
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