Fund Management

Discretionary Portfolio Management

Finding time to manage and optimize investments in today’s fast-moving and complex market environment can prove tedious. We help you craft a thorough investment plan for your desired time period through our “Discretionary Portfolio Management“ service.

Our unique fund management team is backed by, wealth of knowledge and expertise, both at regional and local level, synergizing these resources to plan for your financial future and to strategically enhance your wealth.

You are allocated a dedicated Portfolio Manager who will handle the day-to-day management of your funds which includes regular performance reporting. Our aim is to maintain a carefully constructed portfolio designed to deliver returns in accordance with your agreed investment strategy. You will have your own custodian bank account for investments done on your behalf.

We devise a personal investment strategy taking into account your risk and return parameters and your overall goals. The fund manager allocated to you will select suitable investments as per the set parameters allowing you to concentrate on your interests and obligations while your wealth grows exponentially.
 

 

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