Portfolio Administration & Engagement

Dedicated and personalised service

We are focused on providing every family with a personalised financial road map, and that requires personal administration and regular monitoring of the portfolio. We have the systems in place to enable quick and timely responses. We manage your assets as a single portfolio rather than product-by-product, which is the only way to see what your overall exposure actually is.

Round-the-clock access to your portfolio

Through our portfolio administration platform, every client has a single consolidated view of their investments — mutual funds, fixed income and other savings — accessible online. Everything sits in one place, with updated valuations, transaction history and capital gains statements a few clicks away. Existing investors log in through our Analytics portal.

The paperwork, handled

Purchases, switches, SIP registrations and changes, redemptions and rebalancing executed for you. Consolidated statements and capital gains reports when you need them for filing. KYC updates, nomination, address and bank-mandate changes. And, when the time comes, transmission and claim assistance for the family — which is the single most valuable thing we do, and the one nobody asks about in advance.

Regular, timely engagement

You can expect regular engagement on your portfolio: periodic reviews, notes when something material changes, and written commentary that is informative rather than promotional. We would rather send you three useful notes a year than twelve forgettable ones.