1. I’d like to meet with INCAN Advisory to discuss my Financial plan. What is the procedure?

We provide the first meeting with our investment advisors, free of charge. This gives us a chance to meet you and assess your financial needs and investment goals. In turn, we will share with you our investment planning process, customized portfolio management process, and quality of services we ought to provide. This meeting will help us assess if there is a good match between your investment planning and portfolio management needs, and INCAN’s offerings and services.

2. How comprehensive are your services?

We aspire to become your trusted CFOs by providing end-to-end financial and tax consultancy services. Having practicing CAs and CPA on our advisory board and alliances with experienced lawyers, we can help you at every step of your financial and tax-related needs.

3. I am a working professional, and I need help with my savings and future financial planning. How can

    you help?

We will devise a tailored financial plan for you to optimize the returns on your current savings and future investments to achieve your financial goals and plan for your retirement as effectively as possible along with reaping maximum benefits of tax planning.

4. How is INCAN Advisory different from other wealth management companies?

We at INCAN believe that investment planning is only a part of a good, comprehensive financial plan. Our firm’s philosophy is to be long-term investors, and therefore, we believe that frequent trading does not benefit our clients. There are various other factors that other advisory firms often overlook such as your financial goals, tax implications, estate planning, and other factors that affect your financial health. What makes us different is that only after an in-depth understanding of your financial goals, we construct a comprehensive customized financial plan that is best suited for meeting your financial needs and goals. INCAN takes pride in the depth of professionally-trained staff to provide this expertise and does not use a “cookie-cutter” approach when allocating your portfolio.

5. How is InCAN Compensated?

We have deliberately structured our business to be compensated by fees only, so that you know we have no conflicts of interest in making any recommendations to you. We work on a fixed fee basis for tax consultation and financial and investment planning, we charge a fixed percentage as fees on the amount invested. For advisory services consisting strictly of Mutual Fund, PMS products, or Insurance products we DO IT FREE OF CHARGE for clients if they execute their investments under our codes.

6. What is your Investment Philosophy?

Our philosophy is, investment without a concrete goal is futile. Just like the saying goes, “Purpose is what gives life meaning” we believe “Goals are what gives investment a meaning”. In today’s world, people tend to save rather than invest. We understand the sentiments attached to the hard-earned money of our clients, so our advisors, with extensive discussion with our clients, determine their financial goals and channel their savings into intelligent investment that effectively meets their needs for financial well-being.

7. Do you guarantee returns?

While our recommendations to allocate your investment among the various asset classes are based on strong fundamental and technical analysis of our qualified research team, we cannot neglect the inherent volatility in market returns in most asset classes. Thus, we cannot guarantee minimum returns but we run appropriate simulations to minimize the downside risk of your investments by allocating investments in multiple asset classes.

8. What is the minimum level of investment required?

There is no minimum prescribed amount of investment required to avail of our services. However, there might be certain High-end, extensive services to take advantage of which we might require a minimum level of investment.

9. Is my information kept confidential?

Yes, completely! We are deeply committed to the confidentiality of your data. We have built in comprehensive processes to ensure that only your Investment Advisor has access to your data.

10. Do you help us with demat account opening?

At INCAN, we help you with everything that is part and partial of investments. Right from your account opening to your KYC to your investment needs.