FinStrat Consulting & Services LLP

18/06/2023

A "Model portfolio" employs a diversified investment approach to target a particular balance of return and risk or portfolio objective.
A "Model Professional", is one who follows standards that specify techniques, methods, procedures and performance norms, agreed to by the profession, which supports the best in professional practice.

Well what about a Model Client ?
It has been our privilege and experience to deal with many "Model Clients" who know "it takes two to tango", in the sense, both of us are responsible to make it happen. The achievement of Life Goals.
No wonder, our Clients have been with us for many years and most of the New Business comes from Existing Clients and referrals from them. Thank You !
How can we help?
Connect to benefit !

15/06/2023

13/06/2023

Are you the one ,The Millennials, born after 1980-1994 ?
We understand You ! We are Tech enabled, with a Human Touch.
>=10% Clients are GenX and have started their journey ( Financial Planning ) to meet their Life Goals including Wealth Creation.
Know more !

10/06/2023

Are you the one ,The GenX, born after 1961-1981 ?
We understand You !
>=40% Clients are GenX and have met their Life Goals including being ready for happy retirement.

Know more !

08/06/2023

Are you the one ? The Baby Boomer
We understand You !
Understanding is the beginning of Great Relationships !
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05/06/2023

Greetings to You and the Family.
Today is *World Environment Day*.
Let us contribute, in whatever way,we can to cherish,protect and save our environment, we live in.
Regards and Best Wishes,

Srinivasan T Seshacharya-CFP
Partner & Financial Strategist
FinStrat IMF LLP

02/06/2023

Understanding is beginning of great relationships. Yes, our experience,dealing with different profiles reinforces that.
While there may be a tendency to generalise, often but not, some groups exhibit similar traits overall, but concerns and anxieties are specific only to the respective individuals.
This is based in the Risk Profile of that Person/Group ,irrespective of the age or gender. This is where experience counts. This is where active listening helps.
We understand You.
We understand Your concerns.
We bring in better clarity to help you meet your Life Goals.

How can we help?

Connect and Benefit !

# Millennials

31/05/2023

Paradox
A paradox is a logically self-contradictory statement or a statement that runs contrary to one's expectation.
It is a statement that, despite apparently valid reasoning from true premises, leads to a seemingly self-contradictory or a logically unacceptable conclusion.
FWF - Financial Wellbeing from FinStrat !

How can we help ?
Know more. Connect and benefit !

29/05/2023

Knowing and understanding is the beginning of great relationships.
'Wellness' is 'the state of being healthy, especially when you actively try to achieve this. '
Our experience of having dealt with behaviours of HNI/UHNI Families and Professionals , have reiterated, that how _decision makers take financial decisions in real life, and why their decisions might not appear to be rational every time and, therefore, have unpredictable consequences.

FWF-Financial Wellness from FinStrat- Know more .Contact Now !

27/05/2023

Knowing and understanding is the beginning of great relationships.
Our experience of having dealt with behaviours of HNI/UHNI Families and Professionals , have reiterated, that how decision makers take financial decisions in real life, and why their decisions might not appear to be rational every time and, therefore, have unpredictable consequences.
This is in contrast to many traditional theories which assume investors make rational decisions.Enough and
more research available on behavioural finance.

Call or message to fix an appointment .We will be happy to extend our servcies to You/Your Families.

24/05/2023

Knowing and Understanding is beginning of great relationships !

22/05/2023

Understanding is beginning of great relationships !