We have developed an investment advice service that is highly focused on the needs of our clients. This service caters to private, HNW and corporate clients. The most notable aspect of our offering is our innovative pricing policy. Our approach to charging fees is similar to that of institutional investors. We believe that this enables us to significantly improve profit margins by up to 10% on the bottom line.
We are primarily driven by a desire to maximize investor returns, and we take great pride in our ability to do so. As we operate on a management fee income only, we have a vested interest in ensuring that our clients are satisfied with the results that they see.
Our approach to investing is based on a risk-based diversification strategy. We offer investment options across three different risk profiles – Conservative, Moderate, and Aggressive. By doing so, we cater to a wide range of investors, each with their unique risk appetites.
To ensure that we provide our clients with an investment plan that suits their needs, we collect financial data, assess their investment objectives, consider their investment knowledge and experience, and evaluate their investor profiles. Additionally, we use a suitability assessment questionnaire to gather all necessary information to design the best investment plan for our clients.
Our dedication to our client’s satisfaction and success is at the core of our investment advisory service. We seek to provide them with advice that is tailored to their unique financial situations and risk appetites.