Investment Advisory
Investment Advisory
To help our clients achieve their asset management goals, we offer investment advising services in the form of various investment solutions. To meet our clients' needs, we offer services such as investment portfolio creation help and advise for fund-of-funds structured investment products, which are utilized to manage a portion of our clients' portfolios.
The Plan/Do/Check/Action cycle is typical of our financial advisory methodology. First and foremost, we develop an investment policy and strategy to meet the client's objectives.
Second, in accordance with such policy and strategy, we undertake screening and due diligence in order to recommend specific investment products and their combination as an overall model portfolio. We continue to analyze and manage their entire portfolios and invested monies in their portfolios after the initial investments are made.
Our observations and conclusions are communicated to customers in a variety of formats to meet their specific needs. Finally, taking into account our monitoring results, market conditions, and any changes in the client's needs and objectives, we examine all options, including maintaining or amending the current policy and strategy, or changing the composition of their model portfolio to improve the current expected risk/return profile. We consistently strive to give the finest degree of investment advising services to our clients by adhering to the Noamaya Investment LTD cycle.
Our financial advice approach is frequently connected with individualized, practical financial planning for individuals, although we use important resources for entire enterprises, providing insight on corporate governance, financial risk, and customer and supply chain operations.