Get Advice on how to Manage Finance and Assets Efficiently.
These services are designed to offer tailored advice, personalized planning, and expert insights to maximize returns and mitigate risks
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Advisory services in asset management refer to the provision of professional advice and guidance to clients on various aspects of managing their investment portfolios.

Asset Managers firms that offer advisory services play a crucial role in helping individuals, institutions, and other entities make informed investment decisions. Here are key aspects related to advisory services in asset management:

Investment Advisory
Our advisory services, which essentially compliment our securities trading services, are designed to assist our customers’ secure maximum returns on the investments. These services include:

  1. Provision of advice on the price of securities based on our insightful research resources and rich technical experience.
  2. Access to our database and research materials: We provide our customers with Weekly Reports that supports quality investment decisions.
  3. Portfolio Review: Periodically, we would carry out a valuation and review of your portfolio and advice accordingly on actions to take based on the following:
  4. Review of the economy/operating environment.
  5. Review of the performance of individual, private and global portfolios, and communicating these effectively and efficiently to our customers and subscribers
  6. Provision of information on the future outlook of the market against the backdrop of expected future prospects of the economy/investment environment.
Financial Advisory
Our financial advisory role involves serving as independent advisors and advocates for issuers of securities on the primary and secondary financial markets. We provide issuers of bonds and equity instruments with accurate, up-to-date, resourceful and technical information necessary to make intelligent and informed decisions. Our resources possess deep knowledge of financing techniques and products, and our good knowledge of the local and international bond markets gives our customers cutting-edge advantage.
Our Financial Advisory services involve a good understanding of our client’s corporate debt profile and financial history. The Financial Advisory services also cover the following areas:
  1. Debt profile review and management
  2. Capital financing program review and management
  3. Cash flow/debt capacity analysis
  4. Bond Financing arrangements
  5. Financing Plan development
  6. Selection of financing participants in the issuing process, including underwriters, trustees, verification agents etc.




Frequently asked questions
Everything you need to know about the service

How does the stock market work? expand_circle_down
The stock market is a platform where buyers and sellers trade shares of publicly listed companies. Prices are determined by supply and demand, reflecting the perceived value of the company.
What is the difference between institutional and individual trading? expand_circle_down
The stock market is a platform where buyers and sellers trade shares of publicly listed companies. Prices are determined by supply and demand, reflecting the perceived value of the company.
What is risk arbitrage trading? expand_circle_down
The stock market is a platform where buyers and sellers trade shares of publicly listed companies. Prices are determined by supply and demand, reflecting the perceived value of the company.
What role do market makers play in trading? expand_circle_down
The stock market is a platform where buyers and sellers trade shares of publicly listed companies. Prices are determined by supply and demand, reflecting the perceived value of the company.
How is private equity trading different from public equity trading? expand_circle_down
The stock market is a platform where buyers and sellers trade shares of publicly listed companies. Prices are determined by supply and demand, reflecting the perceived value of the company.
What factors influence security prices? expand_circle_down
The stock market is a platform where buyers and sellers trade shares of publicly listed companies. Prices are determined by supply and demand, reflecting the perceived value of the company.

Frequently asked questions
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