Investment Management for Family Offices, Corporates and Institutions
Multi Asset Portfolio Management
Multi- Jurisdictional Portfolio Oversight
Treasury and Fixed income asset management
Strategic and Tactical asset allocations
Risk management
Mean variance optimization and Montecarlo simulations
Liability driven investing
Factor-based investment portfolios
Personal Financial planning for Individuals
Present and Future Financial Projections (Cash flows and Personal Balance
Sheets)
Sheets)
SMART Goals (Specific, Measurable, Attainable, Relevant, Time-bound)
Investment planning and asset allocation
Debt Management and counselling
Insurance planning
Tax planning
Retirement planning
Succession and estate planning
