Service Standards
We Work With Individuals and Families in All Phases of Life.
Your personal finances and investments can become overwhelming and complex. At Sampadha, our main goal is to simplify your financial life.
Service Parameters:
1. Define and design an Ideal Lifestyle
2. Design and Execute a Financial Freedom Route map
3. Disclose all possible conflict of interests
4. Follow up with you, until you execute and implement
5. Continuously monitor the progress of your lifestyle, networth, and plan
6. Report the progress regularly and frequently
6. Disclose all short term risks
7. Disclose all long term returns
8. Keep you in check, so that you don’t deviate from plan
Are we right for you?
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.