Active portfolio management is the answer to better earning and higher satisfaction in your investment.
Services include:
- Fund recommendation based on current market condition and investment bank research reports.
- Portfolio review and timely advise for take profit points
- Portfolio rebalancing where required
This service solves common problem faced by typical unit trust investors:
- Don’t know which fund to buy or which region to invest in.
- Did not realize profit or don’t know how to identify / when market reaches peak of the cycle
- Don’t know what to do when trapped in long term down trend market
- Unbalanced portfolio, having wrong weightage on different type of funds
The objective of active portfolio management
- Optimize earning potential
- Obtaining a balance of risk exposure for the overall portfolio
Contact us for futher enquiries.