Our primary objective is to provide bespoke financial solutions to clients based on their individual investment objective and risk tolerance. Hence the investment process entails:

• Profiling the investor (knowing their financial situation e.g. net worth, income, assets & liabilities etc)
• Understanding their risk profile (e.g. a conservative client could have higher risk tolerance for a diversified or balanced equity portfolio such as mutual funds)
• Learning of their overall investment objective
• Matching their investment objective and risk tolerance with the suitable product/service
• Providing the client with the investment proposal that fits the bill for his/her approval
• Assisting the client in the execution of the approved investment proposal
• Ensuring the accuracy, confidentiality and completion of the execution