Identifying ones goals and risk profile are the pre-requisite before jumping on the wealth creation journey. Wealth creation is possible only if we have a set of predefined goals to work for, if we do not set goals then it is difficult to plan the amount one needs to invest.

At P3 Investment solutions, we work with our clients and handhold them to develop their goals, categorize them into short term and long term and then subsequently allocate the various financial products to meet these goals. The allocation of the financial products is purely on the risk profiling of the client. Risk profiling basically involves understand the risk taking appetite of the client, the outcome of this decides which asset the needs to be oriented too which may vary from debt to equity.

We follow a five step process

• Goal Setting
• Risk Profiling based on client goals
• Product allocation
• Execution of the plan
• Portfolio management