Financial management is a deep science and requires a robust approach. Clients may engage with wealth managers for undertaking financial planning to protect and grow wealth, retirement planning, to look for avenues to manage tax obligations, gain insights on markets, manage risk etc.
The minimum investment amount varies from client to client. For your specific case, please get in touch with our financial support team for a personalized approach.
Smart beta is new age technology where goal is to obtain alpha, lower risk or increase diversification in ways that are algorithm based and better than traditional strategies. This is an investment technique that incorporates characteristics of both active and passive investing. It constructs portfolios based on criteria such as value, quality, or momentum, with the goal of outperforming traditional market-cap weighted indexes in terms of risk-adjusted return.
We undertake a detailed study and the client needs and have several interactions to understand their explicit and implicit goals, short-term and long-term commitments etc. We then deliver a personalized strategy considering the risk appetite of the client, asset targets and other considerations.
Our smart beta approach helps to identify and manage risk easily. We undertake rigorous portfolio management and have a best-fit spread across asset classes to achieve best results. Strategies are achieved based on individual client considerations and you can get in touch with us for more details.