What We Do
We operate from a totally different context. We start with the
need analysis of the individual. Based on sound Logical (not
emotional) financial models we put in place a long-term
investment philosophy for our clients. We also have a costing
model to back up the investment strategy. This ensures that
our client gets the most out of his investments & bears the
minimum cost for the same.
Once the Investment Philosophy and the Financial Plan are in
place, the products are selected totally based on the costing
model & not on product sales pitch. We offer the most
comprehensive products at competitive rates.
We are totally focused on the long-term partnership with our
clients. Hence we ensure that the review of all the
investments of the clients is done on a regular basis so that
the investment objectives are accomplished over the long term.
We also provide investor education on various aspects with an
aim to make as many people as possible “Financially
Intelligent” and independent over a longer term.
List of services offered-One Stop Solutions
Sr. No. Description 1. Service 2. Financial Audit of Existing
documents & reporting
3. Financial Goal Setting &
Preparation of Financial Life Plan
4. New Product recommendations 5. Product Servicing (Other than OSS) 6. Half Yearly review meetings 7. Product Servicing (Our Products)
Product Servicing includes following:
• Documentation & proposals to companies
• Product details amendments (nominations, address change etc)
• Payment collection for renewals etc
• Claim settlement
• Product changeover consultation
• Account statements/ receipts etc
Disclaimer: One Stop Solutions does not guarantee the performance of any of the financial investment products. All conditions applicable to individual products as per respective companies remain applicable to all clients.
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unsecured loans homeowner loans house insurance buy to let mortgage |
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