Ongoing Review & Support

Financial needs evolve over time — income changes, goals shift, family responsibilities grow, and market conditions fluctuate. A one-time investment action is rarely sufficient to remain aligned with life’s changing priorities.

Our Ongoing Review & Support framework is designed to help individuals maintain clarity, organization, and continuity in their financial journey through periodic reviews, structured tracking, and ongoing assistance — without providing investment advice or return assurance.

What Ongoing Review & Support Means

Ongoing review is not about frequent changes or market timing. It is about ensuring that your financial structure remains aligned with your evolving life circumstances and long-term objectives.

This service focuses on monitoring, visibility, documentation, and awareness, helping you stay informed and organized at every stage of your financial journey.

Key Areas of Ongoing Support

1. Periodic Portfolio Visibility

• Consolidated view of investments across categories
• Tracking of asset-level values and allocation trends
• Visibility of progress toward defined financial goals
• Access to updated statements and reports

(For awareness and monitoring purposes only)

2. Goal Progress Tracking

• Periodic review of goal timelines and milestones
• Identification of deviations from planned trajectories
• Visibility of funding gaps or surplus trends
• Documentation updates as goals evolve

This helps individuals remain aware of whether their financial journey is progressing as intended.

3. Life-Event Based Updates

Support during key life changes such as:

• Change in employment or income
• Marriage or family expansion
• Home purchase or relocation
• Major expense planning
• Transition toward retirement

The focus remains on updating financial information and maintaining alignment — not recommending transactions.

4. Investment & Insurance Servicing Support

• Transaction facilitation support
• SIP, SWP, STP operational assistance
• Insurance policy servicing and renewals
• Statement retrieval and documentation support
• Change of bank, nominee, or contact details

5. Compliance & Documentation Assistance

• KYC updates and verification support
• Nomination checks and updates
• Account consolidation assistance
• Platform-related operational support

Ensuring documentation accuracy is essential for long-term financial continuity.

6. Periodic Awareness Reviews

• Review of asset allocation visibility
• Awareness discussions during major market movements
• Understanding product-level changes or regulatory updates
• Educational interactions to improve financial confidence

Review Frequency

Ongoing reviews may be conducted:

• Annually
• Half-yearly
• Or upon major life events

Frequency depends on individual preference and engagement requirements.

What This Service Does Not Include

To maintain regulatory clarity, this service does not include:

• Investment advice or portfolio recommendations
• Market timing guidance
• Return or performance assurance
• Buy / sell instructions
• Suitability or risk profiling decisions

All decisions remain entirely at the discretion of the client.