Step 4
Invest and monitor
This step will help to execute the plan by taking the required step. After investing we keep a close watch on your investment and review on a regular basis and suggests changes as and when felt required to be done.
This is a very crucial step in financial planning. In this step, the Volatility Coach & Protection Counsellor creates and offers financial planning solution and
recommendations that address the customer’s goals to achieve expected
results in the required time frame, based on the information provided by
the customer. Here the role of the Volatility Coach & Protection Counsellor is to help the customer understand
the details of the plan so that he can make informed decisions. The Volatility Coach & Protection Counsellor should also listen to the customer’s concern, recheck the
information given to him and revise the recommendations as required.
For further details, contact your Volatility Coach & Protection Counsellor at +919312400678.