INVESTMENT MANAGEMENT
Managing investments is at the core of our services. We provide you Advisory as well as Discretionary Portfolio Management services based on your needs. We ensure that all our actions are aligned completely with your interests. We are transparent in our execution processes, costs and fees.
Advisory Services:
As the name suggests, you actively manage your investment portfolios with our advisory support.We bring value by giving you independent, objective and timely advice. We achieve this through:
- Communicating proactively with you to share information, research and analysis, investment ideas and products.
- Empowering you to take informed and timely investment decisions to maximize returns.
- Helping you understand and manage risks and minimize costs.
- Standing by your side at all times, good and bad.
Discretionary Portfolio Management Services
Discretionary Services are for clients who are too busy to manage their investments on an active basis and would like to leave the execution decisions to the team at Alpha Quest.
- The first step is to determine the portfolio objectives, risk tolerance, liquidity requirement and time horizon, which leads to a broad portfolio objective.
- The next step is to build a strategic portfolio plan with allocation into long-term strategic and short term tactical goals based on the portfolio objectives.
- Day to day investment decisions are based on the above goals and in such a way that they align with the overall risk objectives.
- Clients receive regular comprehensive portfolio reporting statements for review but leave the active investment process to the Alpha Quest Team.