What We Offer
With our products and services, we try to fulfil your goals and objectives, with a dedication to protect and grow our investors’ wealth.
To achieve this, we provide right product mix to cater the needs of investors from various categories.
Understanding the clients’ requirements and future needs, our investment strategies are decided.
We focus much of our attention on the Client’s Risk Profile, which includes a clear understanding of:
- Risk Capacity – the degree of risk that can be taken from a pure financial perspective.
- Risk Tolerance – the amount of risk a client “willing” to take.
- Risk Demand – The level of risk that “needs” to be taken in order to accomplish the goals set by the client.
The asset allocation decision is the most important determinant of variation in returns. Therefore, we concentrate efforts on the total portfolio composition and how assets are allocated.
We perform identification, analysis and acceptance/mitigation of uncertainty in investment decisions. The risk is measured and the portfolio is diversified. Decisions to add new asset classes are based on how they impact the overall portfolio’s expected return, volatility and downside risk.
IMPACT OF TAXES
We construct portfolios in a tax efficient manner.
INDIVIDUALLY DESIGNED PORTFOLIOS
We construct a portfolio unique to your individual needs, rather than mould your needs to a pre-formed package. Your tolerance of risk, as well as your need for return, is conscientiously considered in our design. Ongoing management takes into account the client’s specific cash flows and taxation issues.