Products

PMS / AIF

For investors with a larger investable surplus and a higher risk appetite, Portfolio Management Services and Alternative Investment Funds offer concentrated, professionally managed strategies beyond traditional mutual funds.

We evaluate PMS and AIF managers on strategy consistency, drawdown history and fee structure before recommending an allocation, and we size the allocation as a satellite to your core portfolio rather than a replacement for it.

These products carry higher minimums and lower liquidity than mutual funds, so we only recommend them once your core financial plan, emergency fund and insurance are already in place.

Ask About PMS / AIF

Highlights

  • Curated PMS strategy shortlisting
  • Category I, II and III AIF access
  • Fee and drawdown analysis
  • Suitability assessment before allocation
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