Process

You need a Mentor when you have Diversion in Life,

Similarly,

You need Team to help you in achieving your Business Goals

Our working structure is what defines customer satisfactions.

We work with you on each steps of your business to understand how can we assist you in making your operations work. Once the purpose of our task is clear along with our working capabilities, then we’ll make a collaboration and started working for you. 

Our priority is to understand client’s (Financial Advisor) need first, before handling all their operational work. 

It takes each small step to reach at the top of the ladder.

Chat with Us >>>

Chat directly with our expert, if you have any doubt/query related to our Virtual Paraplanning Services.

Share your Requirements >>>

Share what you need (Services) from the paraplanner.

Scheduling the Meet >>>

Now, you receive the confirmation mail along with our Remote Meeting Schedule link within 24 hours.

Gathering of Data >>>

We discuss and identify your needs while collecting all your relevant requirements.

Matching the Planner >>

Then, we'll match your requirements with our paraplanner capabilities.

Final Discussion >>>

Again we interact and discuss with you all the activities and the cost associated with it.

Letter of Engagement >>>

On approval of both of our terms & conditions. We'll sign a LOE

Training the Paraplanner >>>

After signing of agreement, you need to guide the paraplanner with your mode of operations.

Paraplanner is working for you >>>

Now, our Remote Paraplanner is working for you and for your business goals.

Monitoring &
Feedback -*-

Lastly, we need your feedback and the suggestions. In case, you are facing any problem with our paraplanner services.
So, that you problems can be resolve on time.

Enquiry Form