Initial Meeting:
Discuss goal setting, risk assessment, and strategy development.
Our Investment Process
At Moneyworks4u, we believe in a systematic and disciplined approach to investing. Our investment process is designed to bring structure and discipline to mutual fund investing while helping investors align their investments with their stated objectives and investment horizon.
“Investing takes time. Consistency and discipline can help investors stay focused on their long-term objectives.”
We follow a structured process for evaluating and distributing mutual fund investments based on the investor's stated objectives, investment horizon and risk considerations. At the heart of our practice is a structured mutual fund portfolio monitoring framework designed to bring absolute discipline and consistency to every decision. Whether you are investing via SIP or lump-sum, our process is designed to bring greater discipline and consistency to investment decisions over the long term.
Client Journey
Onboarding • Execution • Support
KYC
Validated
SIP Setup
Active
Monitoring
Ongoing
Process Overview:
Implementation:
Align investments with the client’s risk profile and financial objectives.
Ongoing Support:
Regular evaluation and follow-up to ensure alignment with financial objectives with your dedicated Relationship
Onboarding Process:
Document Submission:
You will be asked to submit some basic documents like Aadhaar Card, PAN Card, and photo.
KYC Validation:
We will verify your documents and complete the KYC validation process.
NSE Mutual Fund Platform Onboarding:
You will be onboarded on NSE’s mutual fund platform for smooth transactions.
Fund Selection:
Based on your stated objectives, investment horizon and risk considerations, we help you evaluate available mutual fund options.
SIP Transaction Setup:
We will assist you in setting up your SIP investments and automate your SIP investment process.
Lump Sum Transaction Setup:
If you prefer one-time investments, we will guide you in executing lump sum transactions.
Portfolio Access and App Login:
Once setup is complete, you will receive access to your portfolio and login credentials for the app.
Download the App:
You can download the My Planner app to view your mutual fund portfolio. We will guide you through the process.
