Private Portfolio Management

 

Give us the opportunity to manage your assets for you! We can provide you with comprehensive advice and support in managing your financial assets, ensuring a high level of quality, expertise and trust. Which helps you to achieve the financial success.

We undertake to manage private portfolios on behalf of Corporates, Institutional Investors and High Net-worth Investors.

Evaluation of Client Needs and formation of Policy Statement Document

Extensive dialogue will be had with the client, where client requirements will be documented. Based on the feedback provided a Policy Statement will be drawn up, outlining broad parameters under which the funds will be sub-managed. The Policy Statement will explicitly capture the risk tolerance requirements, client-mandated investment constraints, broad asset allocation and any other client criterion.

Performance Evaluation

Mutually identified and accepted benchmark indicators that are in line with your objectives are established to facilitate performance evaluation. Periodic reports detailing various performance measures will be sent to the clients, whilst regular client meetings can be arranged as per the client request.

Fee Structure

Management fee includes an annual management fee paid monthly, which is a percentage of the month-end Net Asset Value (NAV) of the fund. Further a performance-based fee is paid based on the over-performance of the portfolio against the benchmark.