Wealth Advisory
We provide our clients with expert knowledge while advising them on investments. Investments ideas are generated by keeping in mind the current market dynamics and the prevalent political and economic environment.
The investment process, based on a well founded individualized investment strategy has the following steps.
Advising
Preparing and presenting investment ideas.
Monitoring
Continuous surveillance of and periodic information about the performance of assets.
Scrutiny
Monitoring liquidity, the maturities of fixed-income investments, etc.
Cost Controls
Monitoring the execution of transactions and the fees charged.
Reviews
Regular reporting and performance analysis.
We negotiate fees with banks based on the size of the portfolio.
Our endeavor is to provide best fees structure to our valued clients.