DIVERSIFIED MODEL PORTFOLIOS

Broadly Diversified And Professionally Managed Portfolios

A Master Portfolio

The portfolios are fully diversified across all major asset classes and bundled into one single investment solution; they are expertly constructed to include Equity funds, Fixed Income managed accounts and also Alternative direct investments that are audited and verified by KPMG and Deloitte.

Verifying monthly returns in accordance with the ISAE 3000 standard

Deloitte provides Independent Assurance Reports for the verification of Monthly Returns of select strategies. This is carried out in accordance with the International Standard on Assurance Engagements (ISAE) 3000: Assurance Engagements other than Audits or Reviews of Historical Financial Information (Revised). The report provides reasonable assurance as defined in this standard.

Leading Expertise in Portfolio Management Services

Investment should start with your needs and end at your goals. This journey is our purpose and passion.

Professional and experienced portfolio managers will give shape to your investment portfolio in a way that’s unique to your own investment profile; we understand your financial objectives and map out the route that will get you from where you are to where you want to be.

Open Architecture Approach

Our highly advantageous Open Architecture approach gives us the capability of offering both proprietary and external investment products, supporting in turn customised portfolios of investment products that are optimally suited to meet your financial goals.

Unlimited
Investment Service

Optimal Asset
Allocation & Diversification

Higher Quality
Financial Solutions

Investment Process

The process is rooted in excellence and is the cornerstone of our approach; it is disciplined and client-specific, and it aims to optimise your individual risk vs return by matching your investment profile to closely-aligned investor portfolios.

Client investment
Profiling

Understand each investor’s unique investment horizon, target returns and level of risk tolerance to tailor portfolio.

Allocation &
Optimization

Diversify assets among classes, allocate targets, set optimal balance between expected risk & return.

Strategic
Implementation

Diversify assets among classes, allocate targets, set optimal balance between expected risk & return.

Performance
Appraisal

Evaluate investment in terms of risk vs reward, assess payback period & communicate

Simple Account Opening

Open an Account in 2 Minutes

Register

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Fund

Fund your account from a variety of payment methods

Trade

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