Our fund/portfolio management is of two types as follows:.[/vc_column_text][/vc_column][/vc_row]
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Discretionary Fund/Portfolio Management:
[vc_row][vc_column][vc_column_text]The exercise of any degree of discretion and independence in investment and management of securities, portfolio of securities, pooled funds on behalf of a client, or a group of clients by us as Fund/Portfolio Manager in accordance with investment objectives expressed in an agreement.
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Non Discretionary Fund/Portfolio Management:
[vc_row][vc_column][vc_column_text]The investment in and management of securities, portfolio of securities on behalf of a client or a group of clients in accordance with the direction of the client or group of clients without any exercise of discretion by us as the Fund/Portfolio Manager under an expressed agreement[/vc_column_text][/vc_column][/vc_row]
Wealth Management:
We aim to preserve and grow the wealth of high net worth individuals as many do not have sufficient time for multiplying their wealth thus we design savings pattern in various classes of fixed deposits at rates mostly above market averages especially for those with low risk tolerance level using the concept of compounding to assist them to protect their wealth for the present and to meet their future needs.
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