The following Code of Conduct Policy Statement is prepared by mygoalmyplan.
EMPLOYEE CODE OF CONDUCT
We treat our employees as our stakeholders and promote openness amongst them so that there has to be flawless communication in the organization. We at mygoalmyplan expect that all our employees be it juniors or seniors strictly follow our code of conduct policy. We express the components of our Code of Conduct as follows:
Law & Compliance
All employees must oblige to the policy by protecting the company’s legal compliance. Besides this, they must comply with Environmental, Social, and Governance matters.
Ethics
All employees must be responsible to deal with any transactions prevailing operational or financial whether it regards to company’s finance or partnership in an ethical manner.
Empathy at the Workplace
All employees must respect their colleagues be it junior or senior level cadre. We at mygoalmypaln will not entertain any sorts of discriminatory behavior or anomalies, or victimization-related activities. All employees must hold a holistic approach when it comes to assisting and guiding their subordinates.
Protecting Company’s Assets
All employees must protect all the assets of the company be it tangible, or intangible. They must treat them with due care, and should not trifle them at all. The employees at mygoalmyplan should not divulge any information, or reports prepared by the company and must consider them as a valuable asset. The company may take an action to the extent that it found any employee involved in damaging or vandalizing assets herein mentioned in this para.
Professionalism
All employees must follow values namely professionalism, integrity at the workplace in a manner as follows:
- All employees must be formal when they are at the workplace, or meeting with clients.
- We discourage our employees not to getting involved with any such activities that cause corruption or bribery-related matter. We are an ethical organization and promote fairness in any transaction that we entertain.
- We expect that all our employees fulfill their duties with best practices. Besides this, we expect all seniors to allocate tasks properly to their subordinates and juniors and also conduct a performance evaluation system on a periodic basis.
- We organize mentorship programs and certain motivation lectures that increase the productivity and confidence amongst our employees thereby creating a professional culture.
- We expect that none of our employees utilize benefits offered by the company for their own or personal use. Any forms of violence or harassment at the workplace including physical, verbal, sexual, or psychological abuse are strictly prohibited, and the company may take serious action against an employee if found dealing with these circumstances.
- We provide complete protection against Whistle Blower if and when done by any employee in the form of complaint, reporting, or participating in assisting an investigation when arises.
We believe in flow-less communication at our workplace, and so we provide liberty and freedom to all employees to provide their suggestions and recommendations that we actively evaluate and apply to our organization if we find them valuable.
Our company may take disciplinary action against any employees (be it of any cadre) if they are failing to follow the aforesaid code of conduct policy.
We undertake complete policy reviews at certain intervals as part of our best governance practices at our company.
CORPORATE CODE OF CONDUCT
All employees at mygoalmyplan must follow professionalism when it comes to interacting with clients. We strictly adhere to following the policy framework from the client perspective especially we initiate our engagement with our clients. We believe that our clients are our valuable assets likewise our employees, and so we deal with them professionally.
Formulation of Strategy
Once we are mandated by the client, we formulate the plan as to how the client’s resources are utilized to offer the best return while mitigating volatility. We discuss with clients the entire strategic map from scratch to the final outcome.
Timely Deliverable
We believe that time is money and so the task for which we are engaged, timely execution, and deliverable are the pillar to success.
Communication
We hold a constant communication approach with clients to extract the data, and resources required to create a plan, and model. We communicate with clients the entire scenario as to how we are going to manage their mutual fund portfolio. We discuss all facets of plans that we create until it reaches an outcome. The entire process-led strategy is designed where communication is believed to be a powerful tool.
Confidentiality
We strictly follow the confidentiality principle to ensure the privacy of data and resources that clients share with us. Privacy is a major concern for us while we interact with our clients.
Trust and Respect
In our business, trust, and respect are two major values that help us win the interest of our clients thereby creating a long-term relationship with them.
Performance Evaluation
We communicate fund performance reviews with our clients. We conduct variance analysis in order to take corrective action.
Our guiding principles at mygoalmyplan help us create a long success story internally as well as externally.
