Benefits

"Bespoke advice, professional fund management and seamless operation are the pillars of our service"

Bespoke Advice – Discretionary Portfolio Management Services gives you the benefit of bespoke investment advice designed to achieve your financial objectives

Professional Management – Service provides professional management of portfolio with the objective of delivering consistent long-term performance while controlling risk

Continuous Monitoring – We recognize that portfolios need to be constantly monitored and periodic changes made to optimise results

Risk Control – Our research team is responsible for establishing Investment Philosophy and providing us with real-time information to support our portfolio managers

Hassle Free – Our PMS gives you all the customisation without the hassles involved in managing equity investment directly. ASKIM takes care of all the administrative aspects of your portfolio

Transparency – Monthly report on the overall portfolio and performance. Semi-annual tax status of your portfolio for IT returns

Differential fee structures – Combination of fixed and performance linked fees is charged depending upon strategy chosen – We charge around 2.5% per annum in consolidated fees payable quarterly in arrears

Type – We will accept existing portfolios from investors and restructure them

Safety – The custody of both securities and cash is held in a clients name with our partner bank, thus ensuring complete safety for our clients

Alliance Partners

Become an Alliance Partner. Empanel with us and let us help take your business to next level of financial success.

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Equity Knowledge Series

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"One of the trends we have found is that the investment managers that tend to perform the best over time are the ones that tend to spend the least amount of time debating which way the market is heading."


-Don Phillips