The objective of the Wealth Management offering is to help you plan your investments. We will assess your risk appetite and risk taking ability and recommend an asset allocation plan.
In each asset class we will recommend a specific set of instruments backed with research and objectivity.
Once you decide on the instruments we will also help you execute the investments. SFA will be the one stop shop for you to plan, detail and execute your investment decisions.
We will send you regular updates on the performance of your portfolio. Besides we will recommend any changes to your portfolio which would be driven by portfolio performance as well as our view on the asset classes.
Portfolio Reviews would be encouraged on a 6 monthly basis to ensure, investments are as per asset allocation
Risk and Return Expectations based on Market conditions, will be detailed by our advisors