RESEARCH

The creation of an investment portfolio best suited to your needs arises from deep research and understanding of the various products available. You may have a fair idea of which asset classes and product types interest you, but you will need to further choose from various schemes under each product type and then execute them. Given the volume of choices available in the market, many investors appoint an investment firm with Professional Financial Planners to handle these activities.

Research Capability
Evaluating investment products involves assessment on its own merit and then in comparison with competing products. This is easier said than done as products that are seemingly different will still need to be evaluated due to similar risk return profiles or underlying features. It becomes important to have access to research that concisely sums up products based on your risk tolerance and return objective.