Saturday 23-May-2020
10:30 AM to 1:30 PM
Saturday 23-May-2020
10:30 AM to 1:30 PM
We employ a long-established strategy of research-backed investing across for all our clients.
As a first step, we do a portfolio review exercise called QRC (quality, risk, consistency) analysis of your existing investment portfolio. Products we select are analyzed across 4Ps (performance, philosophy, portfolio, and price).
We interview the fund management team to do this in-depth analysis.
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