Our Services
Wealth Management
This is a high-level professional service that combines financial and investment advice, accounting & tax services, retirement planning, legal and estate planning.
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Portfolio Management
Professional management of securities and other financial assets. The management is carried out in accordance with specific investment goal, risk profile, period of investment and maturity..
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Mutual Fund
This is also a professionally managed investment scheme funded by unit holders who seek to take advantage of the skill set and competence of an experienced fund manager to invest in various asset classes.
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Securities Trading
These are investments in various types of Registered, Listed, OTC Securities – Bonds, Bills or Stocks. These can be actively traded or held for income purposes depending on client’s objective.
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