Direct Investment Advisory Services

After the completion of the whole process of collecting information about a client, analyse the information through the financial plan & it’s important to provide suitable recommendations as per the client’s investment objectives, financial situations & cash flow requirements. Our Recommendations on the suitable investment products are based on the due diligence & qualitative & quantitative research parameters, which could be in house or third-party products. The criteria of selecting the investment product are on the basis of 5 factors – Liquidity, Risk, Cost, Tax & Tenure.

At Manek Financial, we literally hunt on your behalf

Direct investment advisory services include:

Scheme Selection & Recommendation

This includes advice on specific securities to be bought/ sold in the portfolio based on the suitability assessment as per your financial plan & research based on qualitative & quantitative parameters. Our recommendations are based on risk tolerance report, cash flow requirements, and age & asset allocation.

Portfolio Monitoring & Review

This includes continuous monitoring and optimisation of investments through a mix of tactical or strategic asset allocation strategy based on the suitability assessment as per the financial plan & qualitative & quantitative research methodology.

Online Reporting & Management

All the investment recommendation will be on our exclusive online platform & mobile app. This convenient platform allows you to have a real time report of all your investments and financial goals progress.