Core Tenets

The Principles that will bring you a unique advantage

We are well situated to meet our clients’ needs. We interweave stability with dexterity and
our multi-asset skill set with specialisation. We create and manage portfolios with the aim
of improving the probability of investment success in both resilient and fragile markets.

Personalised Solutions

To support clients by meeting their objectives in accordance to their specific risk and return profiles.

Diversification

Create portfolios across asset classes and investment styles, and formulate strategic asset allocation targets.

High caliber research

Characterized by strong research cultures and fundamentally-driven investment styles to ensure you get the best results.

Our Philosophy

The Four Pillars of Our Core Belief System

Safety First

Our primary goal is to preserve capital and grow wealth.

Disciplined Approach

A process-driven and keeping it simple approach will keep us in good stead.

Protect the capital

There is no greater objective than protecting the client’s wealth.

Diversification

Asset allocation and diversification are key to protecting the client’s wealth.

WHAT WE INVEST IN

Investment Vehicles

1

Direct Equity through advisory

2

Mutual Funds

3

Portfolio Management

4

Unlisted Equities

5

Alternative Investments

Equity/Debt/Hybrid