Every individual, family or business that we cater to, has a requirement that is ambient to their lifestyle. At ValuEthics, we have a wide bouquet of investment services that we offer, each of which is specifically tailored to each Client.
ValuEthics has built its reputation on understanding the needs of individuals, whatever their walk of life, and responding to them effectively and discreetly. Each Client is supported by ongoing research and makes final investment decisions. The proposition is a product centric approach where Clients benefit from our open architecture approach and expertise across asset classes.
Our money management model is a saving cum investment model. Our ‘asset-allocation model’ records and projects your financial Networth.
- We take accounts of all your savings and investments and segregate them under different categories known as asset classes
- Estimate effective rate of return for the whole portfolio based on expected rates of return.
- We then suggest better products, especially in debt and liquid category to enhance return rate (e.g. change to better debt/liquid products)
- Transparency is core to our services & we keep our clients informed by monthly reports and meetings.