01

Free Consultation

We’ll meet for an hour so that I can get to know you, gain an understanding of your current finances, and list out your goals.

SCHEDULE NOW

02

Risk Assessment

By looking at your current finances and with the help of the Riskalyze questionnaire, we’ll determine how much risk you can take with our compromising your goals.

What's Your Risk Number?

03

Digital Asset Portfolio Proposal

Based on your individual context, I will craft a digital asset investment proposal for you to consider. It will outline the allocation of digital assets within your overall portfolio.

• CUSTOMIZED ASSET PROPOSALS
• ASSET LOCATION STRATEGIES

04

Account Setup

I will get you set up with appropriate account to trade digital assets

05

Implementation & Ongoing Management

After the investment profile is approved, I’ll move forward with selecting specific digital asset investments that align with the strategies in our plan. Then, I’ll regularly monitor and re-balance your assets for maximum growth.

• REGULAR MONITORING
• PERIODIC REBALANCING
• QUARTER & YEAR-END REVIEWS

WHY WORK WITH ME

I’m passionate about making a contribution to your life through knowledgeable advice.

Let me help you craft an individualized investment strategy designed to grow for the long term.

Amirth Ramakrishnan

FINANCIAL ADVISOR