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Mode of Investment

Subheading

  • Unique Benefits

  • Suitable for

  • Fee Structure

  • Execution Services

    • Exclusive ideas meet Institution-grade execution
    • Clients who value access, convenience, and guided execution
    • Brokerage charges, Product Commissions

  • Non-Discretionary Mandate Solutions

    • Professional research meets personal control – a collaborative portfolio model
    • Clients who prefer control, customisation, and involvement in investment decisions
    • Integrated all-in-one fund management fee

  • Discretionary Mandate Solutions

    • Institutional-standard risk management and governance on curated portfolio strategies
    • Clients who want expert-led execution, speed, and a consistent investment framework — without the burden of decision-making
    • Integrated all-in-one fund management fee

  • Investment Advisory

    • Comprehensive fiduciary guidance on planning & asset allocation
    • Clients who need strategic, unbiased, and holistic wealth guidance and not just product access
    • Advisory fee based on Assets under Advisory (AUA)