Our Process - Stellar Fortune
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Our Advisory Process.

Our extensive advisory experience has helped us develop a robust and transparent process that helps us not only reach your financial goals but build a long lasting relationship with you.

STEP 1

We start off by getting to know you.

Often called the Discovery Meeting, here we focus on what is most important to you, both financially and personally. We look at all the major aspects of your financial life including your specific values and goals, time horizon, income and liquidity needs, ability and willingness to take risk.

Together, we come up with your personal definition of financial success and work with you to translate this into prioritised goals.

STEP 2

We chart out the course to get you there.

Based on our first meeting, we crunch the numbers, and come up with the ideal mix of asset allocation for you, from the main four asset classes - Equity or Stocks, Fixed Income or Debt, Cash and Cash Equivalent, Real Estate.

Based on our analysis, we will develop a long term wealth plan focussed on getting you from where you are today to where you want to be in the future.

STEP 3

We monitor with regular review sessions.

A lot of investment strategies fail because investors either pull out their investments too early or forget to realign their portfolio with their changing lifecycle.

Since we believe our success lies in yours, we help you get a birds eye view on your progress every three to six months and keep you on track, realiging your portfolio when required.

SATISFACTION GUARANTEED

SATISFACTION GUARANTEED

Our passion is your investing experience. If you ever feel we have missed the mark, let us know. We will do everything we can to make it right.

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PAY ZERO ADVISORY FEE

Never pay an upfront fee for our time and advise. We get paid by the financial institution that fits your criteria to move towards your financial goal.

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We loved the personalised attention we got from Gaurav and the Stellar Fortune team.
Pravin Kini
Their recommendations are refreshing and original, very happy with Stellar Fortune.
Vivek Nayer

We make countless smart descisions you just need to make one

We make countless smart descisions you just need to make one