Our Process

Customized Investment Portfolio

Our Investment Process

Accord Commerz has investment advisors who make the “right’ recommendations for your needs in consultation with you. After evaluating your risk profile, existing portfolio investments, stage-in-life and future needs and objectives, we will suggest the kind of investments you need to make to achieve your dream goals. We offer a detailed yet easy-to-understand analysis of your existing financial status and the future direction your wealth management should take. Thereafter we draw up detailed plans and help you take the required steps to execute the suggested strategies. In addition we ensure regular daily and monthly reports to monitor your returns. We also encourage periodic review meetings for ensuring that the desired wealth management goals are met.

Learning About Your Investment Objectives – We understand your goals and guide you accordingly to clear your queries related to financial well-being, investment opportunities and more to offer a detailed description of cash flow.

Documentation – We will create your investment policy statement to manage and keep a track of your trading account performance whenever required.

Develop Investment Strategies – We develop your investment strategies so that you can check your asset collection and evaluate your long-term investment performance on time.

Portfolio Customization – Our firm will create your matching investment portfolio by choosing accurate investment options for you like mutual funds, bonds, stocks and more to help achieve your return goals.

Get In Touch With Us for Investment Advisory