Investment Management & Advisory
Our experienced group of dedicated Private Wealth Advisors and Portfolio Managers work closely with our clients to develop tailored strategies that suit all aspects of our clients financial life.
The principal objective of our investment practice is to help our clients achieve success within their expressed objective and risk profile as well as manage their
Our Service Delivery Structure ensures that we can meet your needs at every stage of the investment process from the Investment Strategy Formulation to Execution.
Vetivas approach to wealth management begins with gaining a clear understanding of our clients profile. One of our Relationship Managers will take the time to understand your investment objectives, risk profile and investment horizon. Based on this information, we would recommend a portfolio mix that would be consistent with this policy and thus be effective in achieving your stated objectives.
Portfolios are typically managed on either a Discretionary basis or a Non-Discretionary basis
Discretionary Portfolio
Our well experienced Portfolio Managers take all Investment decisions on discretionary portfolios (management fee of 2% p.a. is applicable) in line with agreed investment objectives. To lRelationship Officer.
Non-Discretionary Portfolio
Our Portfolio Managers provide in depth research reports, financial advisory services and recommendations to profiled clients for a fee of 1% p.a. To learn more, contact a Relationship Officer.