Our duties include setting Financial Goals with the client, gathering the client's Financial Information, Analyzing it and Designing a Financial Plan for the client. It is our duty to Implement the Planned Financial Strategies and monitor the client's Financial Decisions.
We studies the different aspects of the Financial picture of his/her client and provides a suitable Financial Solution.
- Our job can be described by means of a 6-step process given by the ISO.
The first step is of setting Financial Goals with the client.
The second step includes the gathering of relevant Financial Information from the client.
The third step is of Analyzing the gathered information,
Followed by the creation of a Financial Plan.
The last two steps include tasks such as Implementing the Plan's Strategies and Monitoring the Implementation of the Plan.
- Generally a company in need for Project and Business Finance primarily approach their own bank or investor, who have their own strong interests, terms and conditions. The financing offered by Financing Institutions usually lacks Impartiality and Balanced approach. A good Mediator and Facilitator is always required to get the best funding proposal.
- Within SME sector, the businesses have been operating on Archaic Systems that are time consuming and inefficient. USM has the experience, expertise and industry knowledge to assist businesses in Streamlining Operations, improving MIS, improving Efficiencies and providing robust Financial Controls Framework.
USM advisors are all professionally qualified and have extensive experience in working with small to medium sized businesses and sole traders as well as entrepreneurs, contractors and rapid growth companies
- Our clients who need further funding for their Well-Developed Business Proposition, we have access to Funds from a number of our Key Business Partners seeking great businesses in which to invest.
- We also provide independent support for Business and Project Finance through Investment Plans of our Direct Investors.
- USM,through its Extended Network, offers services to provide best solutions to meet Financial requirements of its customers.