Managing Existing Clients
We easily monitor our existing clients' investment solutions and to optimize their proposition.We provide online mutual fund transaction platform integrated with wealth portfolio managing system where they can access and get consolidated view not only their mutual fund portfolio, fixed deposits, insurance ,PPF, NSC etc.
- We use our risk questionnaire to assess our client's attitude to risk and use the resulting target asset allocation to create an appropriate investment solution.
- We easily monitor portfolio returns and get alerted on any significant changes to the underlying investments.
- We demonstrate the value of your investment advice using our Dynamic Portfolio Tool to show 'what if' scenarios.
- We ensure you have a fully compliant process by saving an audit trail of all our research and historical portfolio changes to our client.
- We get access to our library of original fund documentation you need for compliance purposes including fund factsheets, Key Facts, annual reports, prospectuses and KIIDs.