A process based approach for accumulating, protecting and growing our private clients' wealth. Some of the ingredients of this process are.
- Investment Policy Design & Asset Allocation:
The most critical decision behind investment success is arrived at on the basis of a scientific process developed in-house.
- Investment Manager Selection :
The second most critical decision behind investment success is arrived at on the basis of a comprehensive and transparent manager selection process designed in-house. As an Independent Wealth Management Firm we our able to source the best investment managers for our private clients.
- Investment Performance Monitoring:
A robust reporting system which helps us to track the performance based upon the state of the art and accurate performance measurement techniques.
- Risk Management:
Based upon proprietary quantitative models developed in-house we are able to optimize the return per unit of risk taken by our private clients.
