Active Guidance
Active Guidance
Investment Management works parallelly to Financial Planning and is an indispensable part of planning activity.
We have developed an in-house Risk Profiling questionnaire to understand your investment behavior and how you would adapt to different market situations.
Once the Risk Profile test is completed, we get to your Asset allocation to determine the distribution of funds between growth and non-growth assets.
We personalise the selection of Investment vehicles to suit objectives and ensure tax efficiency.