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INVESTMENT ADVISORY

​Build a Diversified, Risk-Aligned Investment Portfolio

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INTEGRATED STRATEGY
COVERING EACH CORNER IN YOUR PORTFOLIO 
investment anlysis
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MACRO ANALYSIS

  • Top-down economic research

  • Sectoral research

  • Industry research

  • Trend and volume analysis

  • Impact analysis

    • Domestic

    • International

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MICRO ANALYSIS

  • Bottom-up review

  • High growth vs balanced analysis

  • Financial statement (FS) review

  • Discounting of off-financial statements trigger points 

  • Valuation based analysis

    • NRV

    • DCF

    • Market Multiples

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CLIENT SUITABILITY

  • Risk-return evaluation

  • Liquidity needs

  • Periodicity needs

  • Complimenting with the overall portfolio

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SERVICES LINES
OUR INVESTMENT ADVISORY PRACTICE AREAS
PORTFOLIO

  • Equity Mutual Funds
    Diversified exposure to listed equities via top-performing active and passive fund managers.

  • Exchange-Traded Funds (ETFs)
    Low-cost, transparent funds across global indices, sectors, and themes.

  • Private Market Funds
    Curated access to private equity, venture capital, and private credit vehicles.

Startup
DEBT
FUNDS

We help clients incorporate tailored fixed-income solutions for stability and income alongside growth assets.

  • Government Bonds
    Sovereign and municipal debt across tenors for capital preservation and stability.

  • Corporate Bonds
    Investment-grade and high-yield bonds selected for yield enhancement and credit quality.

     

  • REITS

  • Professionally managed real estate investments offering regular income and inflation hedging.

  • Corporate Bonds
    Investment-grade and high-yield bonds selected for yield enhancement and credit quality.

     

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RISK
COVERAGE
 

Insurance strengthens your portfolio by protecting your wealth and mitigating risks. We provide expert advice to ensure your coverage fits your needs.

  • HEALTH INSURANCE
    Personalised advisory on comprehensive and top-up plans across global and local providers.

  • LIFE INSURANCE
    Strategic use of term insurance or hybrid plans for family security and estate planning.
  • ACCIDENTAL INSURANCE
    Solutions for income protection and critical illness support.
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OTHERS

  • Tax Efficiency Advisory

  • REITs

  • Short-term (highly liquid) investing

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EQUITY
FUNDS

Equity investments are integral to any growth-focused portfolio. We help clients access tailored equity funds aligned with their risk and return objectives.

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REAL
ESTATE

Tailored guidance on real estate funds to enhance diversification and income stability.

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