3 steps of investment management
Our Objectives
Meeting client goals | Capital Preservation | Superior risk-adjusted returns | Diversification | Tax-efficiency
Our Process
- Investment management services are based on the unique requirements and mandate of the Client.
- Long before we offer you any investment advice, we take the time to get to know you and your family to identify your investment needs. By understanding your ambitions, risk tolerance, and life events, well design intelligent asset allocations suited to you alone.
- In a comprehensive review of your situation and long-term objectives, we look at your investment choices and at potential risks that may arise for you, your family, or business. we manage your investments with evidence-based, data –driven strategies.
- We do periodical review for rebalancing of client portfolio based on their Asset allocation and Risk profile. Our focus is on investing for market returns within agreed risk parameters, By putting together well-diversified portfolios, structured with the correct asset allocation for your individual investment risk profile, we work with our clients to achieve your long-term goals.
- Use the best strategies and financial products to fit your needs from a range of products, aiming to get at least extra 2% tax efferent return from the risk free return available in the market.
- We understand what really counts at the end of the day are net results-net of taxes and fee.
- Our focus is on how we can add value to your financial life.
Services
- Examine Goals, Objectives & Preferences
- Advise on Current vs. Proposed Asset Allocation Changes
- Recommendation & Review of New Investment Opportunities
- Provide Strategic & Tactical Custom Asset Allocation
- Periodical review for rebalancing.
We understand details matter. Our platform is designed to provide you with seamless execution and comprehensive administration of your entire portfolio.
Services
- Cooperation & Coordination with Existing Advisors & Managers
- Facilitation of Account Opening/Closing and Consolidation.
- E-document Management of Statements, Confirms, & Other Correspondence<
