Agreeing Investment strategy
- On client consent, we allocate part of the portfolio
to discretionary investment management to give that
extra 24x7 focus of a dedicated Investment manager.
Macro, global investment approach
- With our global capital markets understanding
as well as access to off-market investment opportunities,
our dedicated Investment manager will invest on
client’s behalf across sectors in listed equities,
structured equity, pre-lPO equity, Private Equity
& other asset classes to generate superior risk
adjusted returns.
Independent Custodian &
Administrator approach
- For good governance, irrespective of whether we
provide non-discretionary Wealth advice or discretionary
Investment management, we always insist on independent
& transparent custodian & administrators
to hold and administer client funds & investments.
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