Portfolio Advisory

To cater to the specialized demands of a new breed of clients who require customized solutions to their financial needs.

J.M. Wealth has a professional team dedicated to carry out this task.. This highly skilled team builds unique investment strategies designed to suit their specific needs. Following an in-depth analysis of the client’s income, expenditure, taxation and risk profile, they build sophisticated asset allocation models across equity and debt products with varying financing patterns to determine the optimal investment strategy. Periodic performance reviews are carried out to analyze return and measure accomplishments against benchmark indicators.

Value additions to our Portfolio Advisory Services

• » Inputs from our in-house Research Division help our portfolio advisors in recommending specific investment options within the overall strategy.
  
• » Suggestions on several model portfolios with different asset allocation models leading to varying return-volatility profiles, to enable the client to better assess his options.
  
• » Regular portfolio monitoring and timely entry/exit advices, assist clients in optimizing his portfolio return, which otherwise is difficult to manage due to his busy schedule.
  
• » Use of derivatives for hedging and increasing portfolio efficiency.