Portfolio Management

Our professional and licensed portfolio managers work on behalf of clients. Individuals are able to choose to build and manage their own portfolios. Portfolio managers’ goal is to maximize the investment. In selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, we have three different approach – Conservative, Dynamic and Aggressive.

Conservative approach

60-65%

of portfolio is allocated to fixed income Securities

20-25%

of portfolio is allocated to equities

5-10%

into Cash and Equivalents

Dynamic approach

20-25%

of portfolio is allocated to fixed income Securities

60-65%

of portfolio is allocated to equities

5-10%

into Cash and Equivalents

Aggressive approach

0-10%

of portfolio is allocated to fixed income Securities

80-100%

of portfolio is allocated to equities

0-10%

into Cash and Equivalents

CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 0% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Please read the Risk Disclosure and Warning Notice