As an investor you may engage an investment firm to execute your transactions while you act in the advisory role. This transaction approach though rich in choice, is also a time intensive process requiring detailed follow up on the various asset classes and the products.
In a transaction model, your portfolio has to be consistently balanced evaluating risk and return for every product. An advisory service will not only understand you as an investor but further tailor investment solutions to suit your needs.
The Asset Advisory Role
Wealth management has evolved from a limited role, which is opportunistic and event-driven to that of a more structured diversified and planned science. The services provided as a par to this science is the Asset Advisory Services.
The main characteristics of the Asset Advisory Services are:
Asset Advisory Proposition
Investment firms offering Asset Advisory Services propose the following:
The Asset Advisory Services cannot be a water tight structure that is unable to offer flexibility to take care of short term opportunities. While it must have a strategic plan in place, it must allow for tactical allocations.
Our expertise lies in the Mutual Funds though we also provide an all inclusive range of capital products ranging from Insurance, Govt. Bonds, Fixed Deposits, Structure Products and Tax Saving Plans.