Advising on Financial Products

InvestIN will use platforms such as Refinitiv and Bloomberg, as well as other reliable research sources, to conduct research and enhance its market knowledge. The firm will then create a customised investment plan for the client, considering their:

• investment objectives;

• expected returns;

• risk appetite;

• existing and expected future investment plans;

• tenure for investments.

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The firm will establish its financial goals, and using its knowledge, experience and expertise of the market, advise on suitable financial products.

The Firm intends to offer a range of financial consulting services to meet the constantly changing wealth management demands of its clients. These include both wealth creation and wealth preservation services.

Our wealth management lifecycle will involve risk profiling, creating investment objectives, and considering restrictions, including the timing of investments, for instance, the client is looking to invest exclusively in equities that have a sustainable impact on the environment, society, and governance.

We will customize our clients’ portfolios with several approaches in line with client risk appetite and suitability, E.g., core portfolio, satellite portfolio. For example, if a client requires regular income with a conservative strategy, based on our client’s risk profile and tenor the core portfolio will be created for a long-term strategy, and the satellite portfolio will be created for short-term strategies.

Where the client  needs only execution/distribution services, the firm will showcase the product offering to the client and as per their instructions, execute and settle the trade with the respective bank, third-party financial institution or group manufacturer.