Client Engagement Model
Governance Structure
- Risk Profiling
- Asset class allocation
- Product suitability
Digital Consolidation
- Across entities, bankers & brokers
- Transaction level data Management
Bespoke advice
- Long term investment philosophy
- Institutional quality research
- Reverse product feedback
Review & Monitoring
- Monthly reviews
- Market updates
- Periodic risk assessment
- Tactical opportunities
- Cost control
Risk Management
- Monitoring risk parameters
- Periodic gap analysis
- Observations & action points
- Portfolio Rebalancing
