Private Wealth Management
We provide a comprehensive asset management service which is centered around YOU
Understanding you and your financial plan
One of the most important part of our role is understanding your needs, preferences and investment objectives. This is paramount to providing substantive investment advice. To create suitable investment solutions for you, our wealth manager first do a detailed need analysis. This helps us gain insight into your unique circumstances such as prior investment experience, comfort with various asset classes and time horizon for the portfolio risk appetite to withstand short-term volatility, liquidity and income requirements, portfolio return expectations.
Our Approach
Creating a Financial Plan for You
Based on details, we prepare a detailed financial plan which lays the foundation for the financial planning for rest of your life. This financial plan would be reviewed once every 3 years so that the same is always concurrent, relevant and meaningful. The job also involves exploring, evaluating and recommending financial and strategic alternatives, advising on transaction structuring, timing, pricing, financing, negotiating and executing the transactions.
Our Approach
Strategic Asset Allocation
Asset allocation and portfolio re-balancing are keys to the success of any financial plan. We focus on defining and implementing both strategic and tactical decisions.
Our Approach
Tactical Asset Allocation
It is part of our strategy to take best advantage of market movements and have a strategy specifically around tactical allocation. This will ensure that we take advantage of extremely short-term market volatilities.
Our Approach
Investment selection
Analysis, selection and ongoing monitoring of actively managed funds, index trackers and individual securities in each asset class and across geographies.
Our Approach
Risk management
Our teams continuously monitor market and operational risk both within individual portfolios and across our selection of managers.
Our Approach
Reporting
We give you a single, clear, integrated picture of your wealth rather than a series of scattered snapshots.