Products & Services
We offer our clients a broad range of investment products ranging from equities to fixed income as well as commodities trading.
Our primary objective is to deliver long term value by acting as trusted advisors to our clients in the management of their financial affairs. We seek to achieve this by:
Private Wealth Management
We act as trusted advisors to our clients in the management of their financial affairs for enhancement, consolidation, and inter-generational distribution of wealth.
Through our Separately Managed Account (SMA) product, we combine traditional and alternative investments to ensure our clients meet their investment goals. SMAs are customized to meet the unique investment objectives of private family offices, selected priority and high net-worth clients. Our dedicated investment advisory and portfolio management teams employ innovative strategies as well as established investment polices to match client profiles to their investment goals to create bespoke portfolios. We serve our clients by showcasing our competence in investment management by aligning the appropriate strategic asset juxtaposed with the complimentary tactical asset allocations within prescribed asset ranges to suite client profiles, goals and to achieve optimal portfolio performance. This is done with full adherence to set objectives including time horizon, liquidity needs and risk appetite of each clients’ portfolio.
We engage in a comprehensive evaluation of our clients’ financial situation and provide appropriate investment solutions. This holistic view will include their position in the investment life cycle, age, current income streams, assets, liabilities, e.t.c. and these facts will act as our guide in enabling us to provide tailor made investment plans or programs towards achieving financial independence.
Institutional Asset Management
Institutional investors can focus on optimizing their primary business whilst we provide the requisite investment management solutions.
Employers can set aside funds for the payment of employee benefits at their exit from the organization. The fund is managed to ensure maximum returns and liquidity by taking into consideration the retirement profile of the employees.
Employee Savings Plans
We provide structured and convenient savings plan for employees in an organization to meet their financial objectives.
We help manage and maximize returns on idle cash that may be required at short notice.
We provide investment solutions to cooperative societies to enable them to achieve the welfare objectives of their members.