Bespoke Equity Portfolio Advisory
This is a premium service offering that’s perfectly customized to clients. The service provides a tailor-made solutions with regards to the client risk profile and timelines. This service could be utilized by those who already have an equity portfolio or wish to build one for long-term. This is an annual retainer plan through thoroughly personalised service based on the client goals.
Have too many stocks in your portfolio? Do you find it difficult to figure out which stocks to retain among the lot? Are you unsure of the right allocation to certain stocks? Is your portfolio allocation sub-optimal? Is the portfolio underperforming the general markets? Find difficulty to retain the winners or divest the losers?
If the answer is yes to any of the questions above, then this is the service to opt for!
This service has an active portfolio management in-line with your risk profile, goals and timelines. It’s not about latching on to the best available investment but identifying the best-suited investment for you. The portfolio is usually a long-only portfolio limited churn, only when necessary to manoeuvre the market dynamics. The service includes a yearlong advice on entry/exits or addition/reduce using multiple parameters that are suitable to YOU.