WHAT WE DO

INDIVIDUAL PORTFOLIO MANAGEMENT

CORPORATE INVESTMENT MANAGEMENT

FINANCIAL STRATEGY

FAMILY WEALTH MANAGEMENT

INVESTMENT CONSULTING

 

Investment Management

INDIVIDUAL AND FAMILIES

You have worked hard to earn your money, which is why, we work even harder to grow and protect it. We follow a disciplined and consistent investment process to ensure steady returns. We create diversified portfolios comprising of several asset classes such as fixed income instruments, equities, commodities, and many more. This diversification is achieved through investments in an optimal mix of mutual fund schemes and corporate deposits. To ensure our clients continue to get good returns on their investments we regularly monitor and re-balance their portfolios. Diligence and ongoing analysis award our clients with success and above-average returns on their investments.

 

Our investment management strategy focuses on the following functions:

  • Capital Preservation

  • Wealth Expansion

  • Regular Income

  • Diversified Portfolio Construction

  • Disciplined Asset Allocation

  • Integrated Risk Management

  • Multigenerational Strategies

CORPORATES

We have considerable know-how in devising bespoke investment solutions for small businesses such as family-run businesses and start-ups. Customised investment solutions ensure an integrated asset allocation process followed by rigorous portfolio review and rebalancing procedures.

 

Services offered to corporations include:

  • Development of Investment Policy Statements

  • Diversified Portfolio Construction

  • Integrated Risk Management

  • Implementation of investment strategy

  • Portfolio Review and Rebalancing 

 

Financial Strategy

“A goal without a plan is just a wish."

― Antoine de Saint-Exupéry

 

We do not want your investment goals to simply remain a wish. We help you realise your goals by designing concrete financial strategies. From asset allocation to implementation and execution, Spin Wealth devises a tailor-made financial strategy to ensure your financial security so you can focus on enjoying your life. Post execution, we regularly monitor your financial status to ensure there are no deviations.