Client Experience

What We Do Together

Initial Meeting &
Client Take-on

 

Identify your goals, needs & objectives, concerns/challenges, understand you and your attitude to risk

Strategic Report

 

Comprehensive strategic plan and investment strategy, presentation of recommendations and discussion of options

Investment Manager Selection & Meetings and Post Implementation Meetings

Regular Contact and Meetings with 24/7 Online Access

 

Ongoing Monitoring and review of your Strategic Plan

Ongoing Service Level Agreement

 

3 Service Levels to choose from

What We Deliver

Introduction to SaSo

 

Services we provide, how we operate our relationship, our partners and our fees

Strategic Development

 

Research & Analysis and comprehensive Advice & Guidance 

Execution & Implementation of Strategy

 

Centralise Administration and communications with Service Providers 

Ongoing Review & Monitoring of Strategy

Long-term Relationship Management

Would you like to know more?

For further information please contact Meeku Patidar, Founder & CEO

Tel: 01534 488771 • Email: meeku.patidar@sasostrategic.com • Mobile: 07797 721310

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© 2020 SaSo Strategic Advisers Limited is regulated by the Jersey Financial Services Commission for the conduct of Investment Business.

Company Registration Number: 123013