Discretional & Non-Discretional Accounts Management

As the market becomes more complex many clients wish to be relieved of the time-consuming search for, and analysis of, investments. This combined with the required day-to-day monitoring of their portfolio in volatile periods leads many investors to seek professional portfolio management expertise. Our clients using this service will assign the active management of their portfolio (i.e. debt and equity instruments) to us subject to pre-agreed criteria. With this arrangement, we can act on information being received from the market promptly rather than having to contact the client before acting. Our investment policy is conservative, and portfolios are reviewed continually to meet the investment objectives of each client. This product is designed specifically for institutional Investors and high net-worth individuals.

We provide periodic valuation (monthly, quarterly, half-yearly or annually) report to enable our clients keep track of their investment portfolio. The valuation has proved useful to a good number of our clients for Zakat and for borrowing (loan facilities) decisions.