Our Corporate Club plan is designed to provide our clients with a comprehensive and customized financial plan without any upfront fees.
We are compensated by Asset Management companies for the time and effort expended, when the investor invests via regular plan mutual funds.
One of the key benefits of our Corporate Club plan is that it covers both funds and goals. Our expert advisors will work with clients to create a personalised investment strategy that aligns with their financial goals. We provide customized advice on mutual funds, ensuring our clients are invested in the right funds for their financial objectives.
Our clients can also benefit from our financial plan review, which takes place every six months. During this review, our expert advisors will assess the client's financial goals and investment strategy, providing personalised feedback and advice on how to optimise their portfolio.
Clients of our Corporate Club plan have access to up to 10 advisory packs per year, which they can use to seek advice on various aspects of their investments. This ensures that our clients are always up-to-date with the latest investment trends and market developments, allowing them to make informed decisions and stay ahead of the competition.
With no minimum investment required, our Corporate Club plan is accessible to those who prefer not to pay for advisory fees. We believe that everyone deserves access to expert financial advice, and we are proud to offer this plan to investors in mutual funds as a way to support our clients in achieving their financial goals.