Wealth Management
We understand what the client wants to do with his wealth viz. grow the wealth with an openness to take risk; or consolidate the wealth with a conservative approach to risk; or preserve the wealth while avoiding risk to the extent possible. Different asset allocation mix would be appropriate for each of these profiles which are designed by our investment managers.
Organise & Consultation
- Cash flow needs
- Risk tolerance
- Performance objectives
- Time horizon
- Tax & Estate planning needs
Define portfolio guidelines
- Maximize risk-reward trade off
- Determine suitability of investment vehicles
Implementation
- Selection of investment vehicles via extensive research
Ongoing evaluation & Support
- Portfolio rebalancing
- Portfolio Attribution
- Tracking & Reporting
- Ongoing review of objectives & strategies
- Strategic & Tactical Adjustments
Our Values
Integrity & Ethical Approach
Confidentiality & Professionalism
Excellence
Systematic client centric approach
Responsive to changing needs
In Media
Our Partners
