Investment Portfolios

Managing, evaluating and structuring portfolios to achieve the desired performance.

Our investment management activities primarily cater to family offices, high net worth individuals and investment companies where we typically advise our clients on their investment portfolio structures, report on the overall portfolio performance, assess the adequacy of the portfolio structure to meet the expected requirements and develop investment models that would meet the clients’ objectives.

The services we offer under investment management include:

• Portfolio reporting
• Investment monitoring
• Investment evaluation
• Portfolio planning and structuring
• Investment policies

 

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