We thoroughly understand the family’s long-term financial goals, risk tolerance, and wealth management objectives. Based on this, we craft a comprehensive investment strategy that addresses all key aspects of wealth preservation and growth, including asset allocation, risk management, and diversification across multiple asset classes and instruments. 

The strategy includes: 

• Which asset classes to invest in and up to what extent (Equities, Bonds, Real Estate, Alternative Investments, Commodities, etc.)
• Permissible instruments based on risk-return profiles and market conditions 
• Duration and risk parameters that ensure the portfolio remains aligned with the family’s risk tolerance and financial objectives 

We configure an optimal asset allocation that maximizes returns while containing risks within predetermined tolerance levels. Adopting a dynamic investment approach through a diversified array of financial products and regularly reviewing the portfolio ensures that it performs optimally and identifies new opportunities as market conditions evolve and new innovative ideas emerge. One of the primary aims is ensuring that the family’s wealth remains secure and continues to grow across generations.

We take immense pride in our global macro understanding and broad asset correlations that aids us to ensure timely adjustments to the portfolio. We also devise comprehensive MIS reports to help families track the performance of their investments. These reports provide detailed insights, comparing the portfolio’s performance against benchmarks and highlighting areas for improvement.