Clear guidance, arranged with care

Madhva Enterprise offers personalized portfolio assessments and long-term asset allocation recommendations. Below is how the service is structured, how consultations are arranged, and how communication is handled.

A structured review of your current holdings, stated objectives, and time horizon. The review produces a written summary of observations and the areas we recommend discussing with you in a consultation.

Consultations are scheduled in advance after an initial review. Each session follows an agreed agenda, is documented in writing, and sets out the recommendations discussed so you can review them at your own pace.

Direct advice by phone, SMS, or WhatsApp is only used when you have explicitly given permission. Without that permission, communication stays with email and scheduled consultations. You can withdraw permission at any time.

You contact us through the contact page with a general description of your situation and the kind of guidance you are considering.

We confirm the scope of guidance, outline the documents we would need, and explain what a consultation covers before anything is agreed.

A formal consultation is arranged in advance, with an agreed agenda and a written record of the recommendations discussed.

After the consultation you receive a summary and, where you have given permission, follow-up contact by phone, SMS, or WhatsApp.