Slide share six step cycle
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Sinergi Management Limited
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How Sinergi reports fit in to the adviser six step advice cycle
Transcript of Slide share six step cycle
Sinergi Management Limited
Six Service Steps
Six Service Steps
2. Research Solutions
3. Develop Reports
Six Service Steps
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
Six Service Steps1. Fact Finding /
Risk Profiling
4. Personal Recommendations
Six Service Steps1. Fact Finding /
Risk Profiling
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
3. Develop Reports
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
3. Develop Reports
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
3. Develop Reports
4. Personal Recommendations
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
3. Develop Reports
5. Arrange Products
4. Personal Recommendations
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
4. Personal Recommendations
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
4. Personal Recommendations
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
4. Personal Recommendations
Investment Strategy & Management
1. Report to Client
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
4. Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
4. Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund ManagerFund ManagerFund ManagerFund Manager
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Develop Reports
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Develop Reports
Arrange Products
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Develop Reports
Arrange Products
Monitor / Review
Sinergi Management
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