Standard Chartered Bank India : Priority Banking

Four-step Investment Process

	Our four-step investment process comprises the following:
		Analyse This includes determining your risk profile, analysing your financial needs and goals and then mapping them to your risk profile to develop a customised financial plan and strategic asset allocation. A thorough analysis of your insurance coverage requirements will help preserve your wealth even in unforeseen circumstances.

		Identify This involves identifying the appropriate asset allocation as well as investment instruments for you in accordance with your financial plan. Access to proprietary research & professional advice helps you select from the wide variety of unique and innovative instruments available.

		Grow By executing your investment decisions we help you maximise returns and create wealth. Our alliances with well-respected, expert financial services firms provide you best-in-class investment products within the country and overseas. You also get exposure to alternative investment options like real estate, art, gold, derivatives, etc.

		Review This involves periodic review of your portfolio to align it with economic and market conditions, augmenting your asset allocation with the tactical overlay. Through timely investment updates we assist you in taking decisions in accordance with emergent financial considerations. Regular discussions with your CRM & IA are used to explore and analyse new financial goals.