{"id":17186,"date":"2025-01-29T07:05:45","date_gmt":"2025-01-29T07:05:45","guid":{"rendered":"https:\/\/demo.munark.in\/sinhasi\/?page_id=17186"},"modified":"2025-02-19T10:31:43","modified_gmt":"2025-02-19T10:31:43","slug":"client-onboarding-process","status":"publish","type":"page","link":"https:\/\/demo.munark.in\/sinhasi\/client-onboarding-process\/","title":{"rendered":"Client Onboarding Process"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\tClient Onboarding Process\t\n\t\t\t\t\n\t\t<\/h1>\n\t\t\n\t<\/div>\n<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t
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Our onboarding process is very clear and objective led. Most importantly it allows us to know you and your finances.
\nThis helps bring clarity as to what we have to plan and allocate for your financial goals basis the investments, to achieve it.<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t
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Advisory<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n
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Distribution<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t
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Getting to know you:
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Getting to know you:
In-Person Meeting or Online Interaction<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t
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Fill up our KYC Forms
(CLICK TO DOWNLOAD)<\/a><\/strong><\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n
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Fill up our KYC Forms
(CLICK TO DOWNLOAD)<\/a><\/strong><\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t
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Sign up with us<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n
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Sign up with us<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t
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Review your 360o<\/sup> Base Plan<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n
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Review your Investments & Suggestions<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t
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Finalising your Plan<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n
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Finalise Investment Suggestions<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t
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Precision Implementation<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n
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Precision Implementation<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t
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Plan Reviews : First Plan Review within 3 months followed by regular planned reviews<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n
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Regular Investment Reviews<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t
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\"Health of your Wealth\" Monthly Updates<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n
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\"Health of your Wealth\" Monthly Updates<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t
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Track your Portfolio Online<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n
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Track your Portfolio Online<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t
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Advisory<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t
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\"\"Getting to know you: In-Person Meeting or Online\u00a0 Interaction<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\"\u00a0 \u00a0 \u00a0 Fill up our KYC Forms
\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0(CLICK TO DOWNLOAD)<\/strong><\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\"\u00a0 \u00a0 \u00a0 Sign up with us<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\"\u00a0 \u00a0 \u00a0 Review your 360o<\/sup> Base Plan<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\"\u00a0 \u00a0 \u00a0 \u00a0Finalising your Plan<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\"\u00a0 \u00a0 \u00a0 \u00a0Precision Implementation<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\" Plan Reviews : First Plan Review within 3 months followed by regular planned reviews<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\"\u00a0 \u00a0 \u00a0 \u00a0“Health of your Wealth”\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0Monthly Updates<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\"\u00a0 \u00a0 \u00a0 Track your Portfolio Online<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t

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Distribution<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t
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\"\"Getting to know you: In-Person Meeting or Online\u00a0 Interaction<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\"\u00a0 \u00a0 \u00a0 Fill up our KYC Forms
\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0(CLICK TO DOWNLOAD)<\/strong><\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\"\u00a0 \u00a0 \u00a0 Sign up with us<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\"\u00a0 \u00a0 \u00a0 Review your Investments &\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 Suggestions<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\"\u00a0 \u00a0 \u00a0 Finalise Investment\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0Suggestions<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\"\u00a0 \u00a0 \u00a0 Precision Implementation<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\"\u00a0 \u00a0 \u00a0 \u00a0Regular Investment\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0Reviews<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\"\u00a0 \u00a0 \u00a0 \u00a0“Health of your Wealth”\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 Monthly Updates<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n

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\"\"\u00a0 \u00a0 \u00a0 Track your Portfolio Online<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t <\/div>\r\n <\/div>\r\n \t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Client Onboarding Process Our onboarding process is very clear and objective led. Most importantly it allows us to know you and your finances. This helps bring clarity as to what we have to plan and allocate for your financial goals basis the investments, to achieve it. Advisory Distribution Getting to know you: In-Person Meeting or […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-17186","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/demo.munark.in\/sinhasi\/wp-json\/wp\/v2\/pages\/17186","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/demo.munark.in\/sinhasi\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/demo.munark.in\/sinhasi\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/demo.munark.in\/sinhasi\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/demo.munark.in\/sinhasi\/wp-json\/wp\/v2\/comments?post=17186"}],"version-history":[{"count":0,"href":"https:\/\/demo.munark.in\/sinhasi\/wp-json\/wp\/v2\/pages\/17186\/revisions"}],"wp:attachment":[{"href":"https:\/\/demo.munark.in\/sinhasi\/wp-json\/wp\/v2\/media?parent=17186"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}