We help you promptly navigate
investment universe challenges
and optimize returns and
efficiencies
Redefining investment consulting: we equally own
responsibilities and work hand in hand with you to
identify hidden opportunities
ensure implementation
extract and deliver targeted value and results
We help you promptly navigate
investment universe challenges
and optimize returns and
efficiencies
Redefining investment consulting: we equally own
responsibilities and work hand in hand with you to
Investment Management Consulting
from within
Investment
Management Consulting
from within
We build on a successful track record and hands on industry experience in
delivering results to add most value to your needs.
What we offer
We can add value across the investment management value chain and enhance
your business positioning with investors.
Strategy &
Objective Design
Appropriately identifying current financial and
operational position and goals is essential to
building a suitable strategy
Investment Analysis
& Execution
Clear & suitable roadmap, well-thought & informed
decision making , and timely execution are core to
investment objectives success
Analytics
& Monitoring
In fast-paced and volatile markets, portfolio visibility,
timely access, and review of investment holdings are
key to sustainable growth
Specialized Operations
& Governance
Robust & streamlined investment operations
infrastructure and framework are the backbone and
accelerator of long-term prosperity
Startup
Fractional CFO
Appropriately positioning your start-up will attract
investors’ interests & injecting the institutional flavor will
elevate your value proposition
Who we serve
Each organization has different considerations and needs – we partner with a wide range
of entities helping them extract better value in achieving their investment and growth objectives.
Highly regulated, complicated, but cash rich entities with often little investment focus providing large potential to add value, and returns
Cross asset coverage, overlapping investments, and lack of portfolio/function segregation can hinder return maximization; we help you streamline activities with timely analysis and execution guidance for sustainable growth
Usually focused on overseeing their varying business lines with tremendous responsibilities; our structured advice can help enhance corporate earnings in an efficient and suitable way
Building a startup is a highly challenging multi-disciplinary job; our experience and skillset can largely facilitate and optimize the fundraising and investors interaction journeys
In an increasingly competitive and ever demanding environment, we work with FIs on strategic positioning and offerings, strengthening investment oversight, and enhancing efficiencies
We support pension funds, social development, or mission-focused foundations optimize their assets/liabilities mix and investment infrastructure, so they stay focused on their goals and yield better results
We do it
differently
Capitalizing on proven Investment Management experience, we adopt unique principles and approach enabling a better application of our knowhow to maximize service value.
Our Vision and Goal is to give you a trusted opinion and actionable advice.
We aim to give you targeted, efficient, opinionated advice or analysis facilitating decision making and problem solving
We favor and want to be a core part of the thought process to shape and design any action plan
We will rapidly integrate within your team and utilize our wealth of know-how to provide an extra set of brains (and hands) saving you the hassle, time, and cost of trial and discovery
