Here at Enkay Investments, we believe that Financial Planning is the first and arguably the most important step for any Investment Decision. It is more than just numbers; it is about what you want your life to look like, so that we can turn your wishes into reality. We advise that you start by listing out your short term and long term goals in life accounting for every aspect of your life like education, home, car, a trip abroad, retirement etc. And then map a plan looking at numbers like your earnings and savings; this is where we come in the picture.
We ask you some questions about your current income and existing investments. Thereafter, considering your goals and aspirations, other relevant factors like taxation, insurance, retirement funds, we present to you an overall design on Investment and asset allocation plan. If you choose to go ahead with our plan, we will review the investments regularly and reallocate funds if needed.