Our Services

 

Using our extensive knowledge and experience, we will offer customized programs tailored to help grow and conserve your wealth.

With our outstanding personalized service, you’ll receive independent advice from trusted professionals, who establish and execute detailed financial plans based on your personal needs and aspirations. You’ll know your wealth is being handled carefully and efficiently with YOUR best interest in mind.

 
 

Investments

We enable you to make a host of investments and also assist you with our expert advisory in making investment decisions. 

 
 
 
 

Mutual Funds

We offer a careful selection of mutual funds, based on in-depth analyses that best represent the most appropriate routes-to-market for specific strategic or tactical objectives. Our analyses include firm and fund-specific factors, including consistency and risk management. We also ensure rigorous periodic monitoring to revalidate our conviction in the constituents of our selection.

Equities

Our equity strategies and recommendations are structured to deliver a long-term, sustainable growth in client portfolios. We focus on companies with predictable growth profiles, strong competitive positioning, and top quality management, complemented with solid balance sheets, ROEs, and cash flows.

Alternative Investments

We are part of the alternative investment ecosystem and are constantly evaluating opportunities within this asset class across the full range of instruments including private equity and hedge-funds. We are extremely selective about our recommendations, which are based on a rigorous due diligence process that encompasses a number of technical evaluation criteria, combined with sound macroeconomic context-setting.

 

Fixed Income

We monitor the global macro-economic environment as well as domestic credit and monetary policy drivers to ensure client portfolios are positioned with the most optimal instruments to meet their return objectives for specified risk levels. We also monitor the fixed income markets for tactical trading opportunities to generate excess returns and for changing interest-rate, credit-curve, and duration factors.

Structured Products

Our structured products team provides customised routes-to-market for our in-house views, or hypotheses generated by you, through a judicious use of both principal-protected as well as non-principal-protected structures, across asset classes, to achieve the desired payoff profiles.

 

Financial Planning

We begin by understanding your objectives and priorities alongside your overall family and career circumstances. We, then determine your goals and help you set out a sound approach for effective  solutions. Finally, we facilitate the implementation of solutions and structures through a carefully identified set of partners, each of them experts in their respective disciplines.

 

Performance

Exceptional people + superior intelligence + strong ethics usually results in great performance and achievement of your goals.

Independent

Independence enables us to provide a wide range of investments at the leading edge of sophistication with the highest degree of objectivity.

Culture

Our team represents a select group of experienced, trustworthy, authentic, and caring professionals. The culture of Wise Investor is made of broad capabilities, diversity and strong personal values.   

Client Centered

Our advice is focused, personal, selfless, and transparent. You will never wonder about your advisor not keeping your best interests at the forefront.