PORTFOLIO MANAGEMENT

Make money while you sleep

“Anyone who is not investing now is missing a tremendous opportunity.”
— Carlos Slim

Portfolio Management


At InvestRightWithSC, our portfolio managers help you find the perfect investment strategy by determining your risk inclinations, the timeline you’re working with and selecting the right allocation of assets. Our team is highly experienced in their field and will guide you in identifying the aforementioned requirements to come up with a customised solution for you.



We use a combination of strategies as per your needs to offer you the best Portfolio Management Services


Growth Strategy

The high risk reward strategy following an active investment style. The idea is to build a portfolio that maximises the return on capital by having an exposure in companies, industries, or sectors that are currently growing and expected to continue their expansion over a period of time. This strategy is for investors who are able to bear a comparatively higher risk on their investment.

Balanced Strategy

The Balanced Strategy aims to have a medium risk-reward tolerance. This strategy focuses on investing in both equity and fixed income securities to seek the perfect balance between capital preservation and growth of capital. This strategy is for investors who have a medium capacity to bear risk on their investments.


Cautious Strategy

The low-medium risk strategy tends to prefer more stable, lower risk investments, especially those which offer more liquidity, so the investors have the opportunity to sell quickly if there is a downturn. This strategy is for investors who have a comparatively lower capacity to bear risk on their investments.

Defensive Strategy

The low risk strategy with an objective to provide a combination of long-term capital appreciation and regular income. The main goal of a defensive strategy is to minimize the risk of losing the principal amount by investing in lower risk investments, and maintaining a distance from highly volatile or risky stocks. This strategy is for investors who have a very low capacity to bear risk on their investments, and want to play safe.

 

How can we help?


At InvestRightWithSC we know that our clients’ needs vary enormously. That’s why we have developed different investment strategies, enabling you to choose the most appropriate one based on your needs and attitude towards risk. With the comfort of knowing your funds are monitored constantly by a dedicated team, you can benefit from a winning combination of investment expertise and value for money.

Prior to investing, we take the time to ensure we fully understand your financial situation and investment goals, along with confirming other essential factors including potential investment restrictions and the time period for investment.

Once invested, we constantly monitor all your investments, in order to ensure the investments remain suitable for your needs. If alterations are required, our team will contact you with our reasons for change.

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