Disciplined Portfolio Construction
Based on the specifics of each client’s situation, we seek to provide exposure to an appropriate mix of Traditional and Non Traditional Assets. We also seek to provide diversification within each Asset Class—across Sectors, Industries, and Countries.
We can engage with the Family to Review the Investments at a frequency to be mutually decided. We suggest that initially the review should be done every month. We can revisit this frequency after 6 months. The review will contain our view on Global and Domestic Macro and Micro Environment, Equity and Debt Markets, Performance of the Portfolio and recommended Action Points.