We build and manage your personalized, diversified investment portfolio
Financial Profiling
Every investor is unique and needs personal attention. Unlike mutual funds, we customize investments for each client.
Hence our process starts with financial profiling to identify the needs of each investor.
Financial Need Analysis
Pre-retirement needs include both regular and one time expenses.
Post-retirement returns from nest eggs should provide for their desired lifestyle in an inflation protected manner.
Investment Advice
We design individualized portfolios matching financial profile and needs.
Minimising risk by diversification across stocks, bonds and commodities.
Active rebalancing to catch growth phase of each asset class.
Execution
We offer both portfolio management and advisory services.
Our research team with domain expertise across verticals identify investment opportunities.
Our execution team using our proprietary software times their implementation.
