ADVISORY

POSSIBILITIES

ReImagine & Rethink

Financial markets can be difficult for an individual to understand and invest so that all your assets work in harmony. When you’re ready to invest, you expect personalised advice and best-in-class service. And access to a wide range of distinct global opportunities that can help you and your family achieve your goals. Because helping you meet your goals and investment result matters most to us; As a true partner, we bring a strategic or tactical approach, tailored solutions and a holistic understanding of your needs in the context of your overall portfolio.

To achieve this we have partnered with multiple SEBI registered investment advisors having teams of investment professionals with diverse backgrounds who can work with you to provide a perspective to help explain the Volatility, Factors, Macro, trends affecting your portfolios. Approaches such as buy and hold, tactical asset allocation (TAA), and Quantitative portfolios can also be reviewed, discussed and are created to prepare you for all market risk conditions. Our partners, their research, following both local and global trends, policy changes and analysis of economic developments can provide recommendations and also help you on macro strategies, trading on equities, fixed income and other asset classes or markets globally.

Sample services

  • Recommendations customised to clients’ needs and goals
  • Fund advisory services
  • Qualitative investment analysis
  • Non-discretionary model portfolio recommendations
  • Long/Short Strategies
  • Relative Value Strategies
  • Macro economic models
  • Core or Thematic Strategies

In short our advisory partners will use a client-first approach that starts with a dialogue focused clearly on meeting your realistic objectives, explain to you the market outlook, and give unbiased advice.

QFund makes no warranties or representations, express or implied, on products offered through these services. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services.