| | MAY 202119finances and future financial re-quirements as well as frames the risk appetite. Following this is the portfolio evaluation step where the returns procured on each asset class are compared with the individual investment profile. The last steps are monitoring the recommenda-tion wherein clients' portfolio hold-ings are studied as per the market trends on a monthly basis, and also frequent updates, views and reviews are provided to them. Most impor-tantly, Square League advises clients to sign a non-disclosure agreement ensuring that their data is kept safe.So far, Square League takes pride in acquiring a swarm of suc-cess stories, testimonials and most importantly, the utmost satisfaction of its clients. Here is an interesting case study where Thomas relished the best of work satisfaction in his entrepreneurial journey. One of Thomas' clients approached him to manage his total wealth and con-duct proper estate planning for him as well as his family during his last days. Hence, the team of financial experts at the company ensured that his whole family was held with all his financial and non-financial assets, including small investments such as club memberships. Post successful completion of the work, Thomas was overwhelmed by the fact that the client was extremely grateful to him for his works while realizing the difference he and his team etched in the client's life as well as his family's. The JourneySquare League is the brainchild of Thomas, who is an ex-banker with 10 years of experience in banking and asset management. He kick-started his career with ICICI Bank at Chen-nai as Relationship Manager for third-party products, followed by a stint at a small enterprises group in a regional office. Later, he worked as a cluster wealth manager over-seeing third-party revenue of six branches, and then at HSBC Bank handling HNI relationships. It was here he learnt and mastered the sci-ence of financial planning. His next stint was at ASBL Asset Manage-ment Company, where he studied in detail about the equity markets and also asset management industry. At some point of his career, Thomas realized that there were a lot of things he could pursue to add value to clients by creating his own brand in the financial advisory and wealth management space. Hence, by deploying his long-standing ex-periences, he laid the foundation for Square League in 2017. Moreover, he also established a strong system for clients, which encompasses re-search system, client management process, financial planning process, and innovation. He adds, "Despite facing multiple challenges such as building a brand from the scratch, creating a system from nothing and acquiring best talents, we soared high as a process oriented firm that currently on boards any client through a stringent process".Thomas believes in pure long term value investing and loves to identify future opportunities for clients. That could be many invest-ment structures, and that's where Square League specializes. Thom-as believes that each and every cli-ent the firm acquires is a life-long relationship and the oldest client Square League has been personal-ly associated with is for more than eight years. "We believe wealth management is not about advising a product like mutual funds. Mu-tual funds are only one vehicle or an instrument to investment, while wealth management is a much broader concept. We believe this business is not target or sales orient-ed because of two reasons and none of our people work on sales num-ber; we purely work on goal addi-tion. We do this out of pure passion and have set goals in adding value to our client, and hence expect busi-ness to grow multifold like com-pounding," adds Thomas.For the years to come, Square League foresees huge opportuni-ties in the areas of financial plan-ning, family office and financial advisory, and hence is all geared-up to leverage the best of those opportunities. WE FOLLOW A STRINGENT PROCESS ENTAILING NEED ANALYSIS, PORTFOLIO EVALUATION, MONITORING THE RECOMMENDATION, AND FREQUENT INDUSTRY UPDATES, WHILE OFFERING SERVICES TO OUR CLIENTSTHOMAS VERGHESE, FOUNDERAn ex-banker and well-experienced business leader, Thomas stands the forefront of Square League to ardently mould it into of the finest financial advisory and wealth management platforms in India in terms of ethics and quality of advice. Quick Facts:· Office: Cochin· Services: Stock, Wealth Management, Family Office & Retirement Planning
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