We follow a well defined and simple process for providing a non-discretionary approach based on your individual needs and objectives starting with :

Step 1 :

Create a platform to know you better This step helps us in getting to know you and your objectives clearly. We get to understand your likes and dislikes as well as your experience in investments.

Step 2 :

Goal Identification This is an important step in the whole Wealth Management Process. We crystallize your goals and objectives through this process. The Short term, Medium Term and Long Term goals are clearly segregated to help identify products to suit individual needs.

Step 3 :

Risk Measurement This is the most critical step through which we identify your Risk Profile. The entire process of Financial Planning revolves around measuring your risk appetite.

Step 4 :

Customising your Portfolio Once the risk profile is identified, the portfolio for your investment is created from the approved list of funds and keeping your objective in mind. For more details and fixing up appointments with a Relationship Manager, mail expatservices@bankmuscat.com