'i' Tools

Tools that strategize to put your money to work and mind at ease

Discover three of the most crucial tools used in financial business that will make your finances grow and multiply. Conduct Risk Assessment Tests, Financial Health Checks and Funding Your Goals Tools! We believe in keeping our clients one step ahead so that we can establish a long-term trusting relationship while building their financial health.

Risk Assessment Test

Risk Assessment Test is to help you determine your risk appetite so that you stay warm and comfortable even through the chills of market uncertainties.

Financial Health Check

It empowers you to map your goal and helps you identify how you are placed viz-a-vis your expected financial future. This is where our advisory services would transpire.

Funding Your Goals

This tool is a powerful calculator to check how much one should save for achieving the goals, taking into consideration the age, existing savings and inflation.