COMPREHENSIVE
FEE STRUCTURE
WE FOCUS ON MAXIMISING THE PORTFOLIO EFFICIENCY OF OUR CLIENTS AT A HOLISTIC LEVEL.
OUR PROFESSIONAL METHODOLOGY ENCOMPASSES INITIAL PORTFOLIO BUILD-UP, UPDATING IT ON A REGULAR BASIS, MAXIMISING TAXATION BENEFITS, PARTICIPATION IN LIMITED WINDOW INVESTMENT OPPORTUNITIES, FOCUSING ON INFLATION ADJUSTED AND AFTER TAX TOTAL RETURNS ETC.
OUR FEE STRUCTURE IS FOCUSED TO BUILD ONTO THE LONG-TERM PROFESSIONAL RELATIONSHIP WITH OUR CLIENTS.
ACCORDINGLY, IT IS DESIGNED ON A Y-O-Y DIMINISHING PERCENTAGE SYSTEM.
WHOLESOME AND INTEGRATED
SERVICE OFFERING
INITIAL
STRUCTURING
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FINANCIAL GOALS LIFE-SCAPING
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RISK ASSESSMENT
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RESTRUCTURING OF EXISTING SCATTERED SAVINGS
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ALLOCATING ASSETS AS PER CLIENT'S OBJECTIVES
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BUILDING A STRUCTURED AND A COMPREHENSIVE PORTFOLO
DYNAMIC/ PERIODIC
REBALANCING
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INCORPORATING ANY CHANGES IN LIFE GOALS
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REASSESSMENT OF RISKS
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TRACKING OF MACRO EFFECTS
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KEEPING TRACK OF CHANGES TO MATCH NEEDS ON MATURITY
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REBALANCING PORTFOLIO
STRATEGIC
PLACEMENTS
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INFLATION ADJUSTMENTS
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TAXATION BENEFITS MAXIMISATION PLANNING
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COMPREHENSIVE:
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EQUITY/ DEBT
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MUTUAL FUNDS
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INSURANCE/ PENSION
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DEPENDENTS
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PARTICIPATION IN LIMITED-WINDOW STRATEGIC OPPORTUNITIES
