This exercise includes Personal Assessment from Financial Management perspective and if you are willing to explore Savings and Investments for you. You will follow the complete process of Personal Assessment and will complete one additional questionnaire geared towards Savings and Investments.
Additional questionnaire will be completed online and discussed with our team member to ensure that information is complete and accurate.
Later our Financial Advisor will organize a meeting with you. Depending on the location of our Financial Advisor, this meeting can take place in our office, on phone or via skype. Our office can facilitate this meeting for you. Financial Advisor will ensure that your information is concluded with you and you are given a Savings and Investments plan to follow in coming years.
This exercise will cost you PKR 8000 (Eight thousand Pakistan Rupees only) in total.
If you will require a written copy of plan, the total cost will be PKR 10,000 (Ten thousand Pakistan Rupees only).