Getting Started

How we plan?

Keeping your future in mind, we create customized, personalized, and optimizing financial plans in order to help you fulfill your dreams.

We at Cautilya Capital Group strive for three things: uncompromising integrity, honesty, and transparency. From our inception in 2017, we’ve offered individuals straightforward financial planning services, with a personal touch. Our goal is to build client relationships based on trust, shared values, and mutual respect.

Our first meeting will focus on getting to know you better and finding out what is most important to you. Focusing on you allows us to determine how we might be able to serve you. We will meet again once we decide to work together to expand on our conversation.

During this session, we will use our 5-step planning process to dig deeper into the details of your current financial picture and share our insights from our first meeting. Following these steps will allow us to develop a financial plan through carefully selecting strategies that suit your needs.

After we review your plan together, our team will coordinate all the details to put it into action. We will provide regular updates about our progress, as well as requests for more information as needed.
After your strategies are implemented, we’ll discuss your strategy progress at regular meetings. Any necessary adjustments will also be discussed. In addition to financial plan reviews, you will receive emails, newsletters, special events from us frequently.

5 Step Planning Process

We employ our five-step planning process to determine what you really want and how to reach your goals.


Identifying Your Goals

Retirement means something different to everyone.

Our question to you:

  • What is retirement like for you?
  • Whom do you want to spend time with? What is your preferred way of spending time?

We need to get to know you before we can create a plan that works for you. Our goal will be to find out who you really are and what you truly want out of life, now and in the future.


Examining Your Current Situation

To create an accurate plan to get you to your goals, we need to know where you’re starting from. Our team will examine your financial statements in order to discover:

  • Your savings amount.
  • Your current account types
  • Your time left until retirement
  • What level of risk is appropriate for your portfolio


Creating Your Financial Plan

Each of our investment plans is unique. As a result, we develop strategies tailored to your needs. Our disciplined investment approach is designed to keep you on track towards your goals but also flexible enough to adapt to changes in life.

The right investment plan can limit your exposure to unnecessary risks and maximize your results. Our goal, as independent financial professionals, is to provide you with the best investment options and the best managers to meet their needs.


Implementing Your Plan

The next step will be to put your plan into action. Our team is here to help you at every step. During the implementation process, we’ll set up new accounts, transfer funds, and ensure no detail gets overlooked.


Reviewing & Updating Your Plan

Once we implement your plan, you’ll receive regular reviews and information regarding your accounts to make sure you’re making progress toward your goals. Whenever your goals shift or you experience major life events, we will adjust your plan accordingly.