|Ladder7|

Apart from creating the plan & implementing the plan, we offer our clients a range of services which takes care of all their needs.

Assistance in implementing the recommendations will be provided. All paperwork, processing, follow-up/ co-ordination will be done by our office. This by itself will involve a lot of processing, follow-up & reporting… a great time saving for you.

	Reporting: We send reports every month on your MF investments. In case you want any more reports in between, we comply with that request too.
	Capital gains report: For MFs done through us, we will send across a Longterm/ Shortterm capital gain report at the end of the year for your compliance needs.
	Special reports every quarter: Special reports to give you further insights about your investments will be sent once every quarter.
	Administrative support: We provide complete support on your investments – from switches/ redemptions/ stoppage etc. in MFs, to all policy servicing aspects like receipts/ account status/ premium status/ revival etc.

You could access your internet MF portfolio status over the internet. With your user id & password, you could access it anytime, anyplace. You could generate reports, download in Excel format, generate forms for transaction etc.

You have us to provide you with professional oversight over your investments. We will come back to you on our own accord if we find any need to realign investments and ofcourse facilitate whatever needs to be done

We will take a look at your current Investments and Insurance and suggest changes and realignments in line with your goals, if required.

	Jog Your Memory ( JYM ): A service for investments/ insurance not done through us. We send you reminders regarding insurance premium payments, alerts on maturity of various investments like FD, NSC etc. Two alerts are sent – one in the previous month and another in the beginning of the month.
	Insurance alerts: Premium alerts from our side on insurances taken through us. Two alerts are sent – one in the previous month and another in the beginning of the month.
	FMP Alerts: Alerts about maturing FMPs and getting your decision whether to roll over or take the maturity proceeds. We help with action on these.
	Alerts regarding specific amounts earmarked for meeting short-term goals: In our plan, we typically earmark amounts that may be required for meeting short-term goals in debt funds. We send alerts so that the amounts are cashed out ahead of when the goals become due. We send two alerts, for enabling this – one in the previous month & one in the month when it is due. We help in cashing out & meeting stated goals.

You can get assistance from us for a year ( period of engagement ) on all matters to do with finances. For instance, it can be about home/ car loans, salary structuring, taxation issues, retirement & benefits etc. Lots of times, you come across many schemes which you come to know and look interesting. Now you could seek our counsel on all financial matters. No confusions, no dilemmas.

	Information flow: We will keep you updated with newsletters, infobites & articles on finance on a regular basis, which will inform, educate and occasionally entertain. We also have a blog, which will contain these for your reference, anytime.
	Equity recos.: From time to time, we will send our recommendation of stocks one could consider buying, from an investment perspective.

We have set for ourselves fairly stringent service delivery guidelines. Over 80% of all queries will be resolved within the day. Queries not resolved by end of day, will be resolved within the next day. The exceptions will be situations where we are dependant on feedback from other companies/ processors. Even in those cases, we will let you know the status, keep feeding you information & resolve it.

Half yearly review of the plan & investments:
This is a mid-year review of the plan during which we will take stock of the plan, changes, performance of investments, realignment of investments or any other specific action that needs to be under taken.

*Some of these services may not available when one opts for a compact version of our financial planning services
**Services may be added and deleted, from time to time. Please do contact us to know about services available at any given time.