Our Private Wealth Management team identifies best-in-class investment products spanning Equities, Fixed Income, and Alternate Products tailored to your needs. We have an open architecture model which brings you the best solutions via our platform. Our analysts and product managers conduct meticulous evaluations of numerous managers and funds. The ASK Investment Committee carefully assesses and approves a select few managers and funds for your recommended portfolio.
This multi-tiered approval process includes rigorous due diligence, encompassing scrutiny of disclosures, regulatory documents, process audits, fund manager meetings, and assessment of associated costs. While product selection is a key focus, the division places equal emphasis on evaluating suitability based on client needs.
Our dedicated Client Service Professionals ensure seamless execution by supporting and coordinating for paperwork and documentation. Ongoing reporting, featuring clear insights into tax implications and performance monitoring, is a vital component of our comprehensive Private Wealth Management offering.
Leverage our decades of expertise in wealth
planning to carve your desired future
Investment Solutions - Product Suite
With our Open Architecture model, we curate the finest investment products, handpicked from top fund managers and investment houses to cater to your unique needs.
Equity
- Mutual Funds
- Discretionary PMS
- AIF
- Absolute Returns Strategies
- Discretionary Portfolio of MFs (Managed Funds Portfolio)
- Market Linked Debentures
Debt
- Mutual Funds
- PMS
- Bonds and NCDs
- High Yielding Debt Papers
- AIF
- Absolute Returns Strategies
- Discretionary Portfolio of MFs (Managed Funds Portfolio)
- Capital Protected Market Linked Debenturess
Alternate Products
- Private Equity
- Real Estate Funds
- Venture Capital Funds
- Bespoke Direct opportunities to invest in Companies
We envision and work towards continuing your financial well-being in the present and the future. That means, you can expect nothing less than the best of service and sound investment advice to help you grow your wealth
Time & Attention
Tailor portfolios to meet specific needs.
Wealth management, including estate and tax planning
40 years of
Experience
Investment advice focused on quality
Long-term wealth preservation & growth, no short-term trading calls.
Proven Track
Record
Equities - 18 year performance track record
Real Estate Private Equity - 10 year track record
Owner-Manager
Framework
Skin in the game - key employees as stakeholders ensure continuity of relationships and alignment with core values
Asset Class Insights
Drive Advisory
All senior leaders involved in management
Multi-asset inter-disciplinary understanding of capital markets
Risk
Management
Focus on capital preservation & Rigorous product evaluation
Strong Corporate Governance & Compliance
Customer-Centric
Approach
Customised solutions across investments and trust and estate planning as per the needs and ambitions of our client
Proprietary
Investment solutions
Customised solutions across investments and trust and estate planning as per the needs and ambitions of our client
Time & Attention
per ClientTailor portfolios to meet specific needs.
Wealth management, including estate and tax planning
40 years of
ExperienceInvestment advice focused on quality
Long-term wealth preservation & growth, no short-term trading calls.
Proven Track
RecordEquities - 18 year performance track record
Real Estate Private Equity - 10 year track record
Owner-Manager
FrameworkSkin in the game - key employees as stakeholders ensure continuity of relationships and alignment with core values
Asset Class Insights
Drive AdvisoryAll senior leaders involved in management
Multi-asset inter-disciplinary understanding of capital markets
Risk
ManagementFocus on capital preservation & Rigorous product evaluation
Strong Corporate Governance & Compliance
Customer-Centric
ApproachCustomised solutions across investments and trust and estate planning as per the needs and ambitions of our client
Proprietary
Investment solutionsCustomised solutions across investments and trust and estate planning as per the needs and ambitions of our client
