01. Overall level:
- Review and rebalancing of the existing investments.
- This is to ensure that overall asset allocation is in tune with the financial needs of the individual/family/organisation. The aim is to optimise the investments to achieve the desire goals. The charges are case to case basis.
02. As a provider of a discretionary PMS (Portfolio Management Service)on an advisory basis.
This implies specific advice to create an equity portfolio on an advisory basis of a certain predetermined amount based on our in house research. This is a high delivered performance area for us over the years Our charges are - on first 8% annualised returns - nil and on the balance returns 25% of theexcess returns over the 8% Benchmark.