Investment process

CUSTOMER NEEDS IDENTIFICATION

We believe that all investment processes start at a singular point: Identifying the needs of our customers. As such our entire investment process is designed to develop and manage portfolios tailored to our customer’s expectations and understanding of risk-reward tradeoff.

EVALUATING THE RISK-RETURN TRADEOFF

Investments vary in their risk-return profile. Naturally, our investment process should result in strategies that take care of customer’s financial needs and simultaneously identify their willingness and ability to face market variations (risk tolerance). Through a simple profile analysis, we assess your risk tolerance ability and then arrive at investment solutions that can meet your investment needs in line with your ability to shoulder risk.

From a customer’s perspective, we provide two alternative solutions to choose from

1. Portfolio Management Services

Portfolio Management Service (PMS) is a tailor made professional service to cater to the investment needs and objectives of a certain investor class.

It is ideally suited for investors who,

  • Lack sufficient time to adequately monitor and manage a portfolio
  • Lack sufficient interest and knowledge in the financial marketplace to obtain the desired result
  • Desire Customized and Research oriented investment solutions
  • Desire investment solutions that minimize emotion and manage risk
  • Desire returns that are in sync with their risk profile (ability to take risk)

To learn more about PMS offerings, click here

2. Portfolio Advisory Services

Portfolio Advisory Services are for investors who need access to a high-quality wealth management advisory desk and research team but are comfortable making their own investment decisions. Under this service, our Wealth Management Service desk can only suggest investment ideas that match the assessed (and agreed upon) risk-reward profile for the investor. The choice as well as the execution of the investment decisions rest solely with the Investor.
To learn more about Portfolio Advisory Service, click here