Almondz Private Clients

• Holistic model based around the uniqueness of a client’s situation and aspiration

• Multi manager approach to generate optimal returns and manage risk

• Structured investment advisory across asset classes

• ‘Platinum’ services to our Private Clients

• Focused approach of a ‘family office’ for Private Clients
  
  

  
  

Our Private Clients business offers advisory services to select clients who seek specific and targeted strategy for investing across asset classes.

We believe that investment strategies are not about simulating data but interpreting it, based on the detailed discussions that we have with clients at the start of our engagement.  We then use this interpretation, and our expertise in investments, to develop a strategy that is far superior, both in the medium and long term, than mere ad-hoc investment decisions.  We review this strategy from time to time to adapt it to an ever changing and dynamic investment world that we live in.

We also believe that no single manager has the expertise to provide outstanding investment performance across all asset classes and markets, which is why we create a multi-manager approach for our clients. These managers are then monitored continuously for performance, and replaced if they do not meet performance standards.  Blending these managers and their different investment styles helps us to obtain the best returns for our clients, at acceptable levels of risk.  Risk is actively managed by diversifying across different investment classes and markets.

Clients seek not only sophisticated products but also targeted and appropriate client service.  This is why we offer truly differentiated services.  We also ensure that we extend an “enhancing” experience in our interaction with clients in order to uphold our claim of providing ‘platinum’ services to our Private Clients.

We believe that every client and his situation and aspiration is unique, and cannot be ‘proto typed’.  Hence, our internal processes capture this uniqueness and build an optimal solution around it.

Investment decisions are seldom limited only to the individual’s interest – they invariably cover his / her concerns for immediate family also.  Which is why when we advise our clients, we do it from the perspective of their family and bring together individual and family goals.  Our experience tells us that for most of our clients we become a family office since we advise on investments, preliminary taxation and estate planning.  Our perspective is to always ensure that we safeguard our client and his family’s interests.

Client relationships are managed at four levels in the organization; which implies that client interest will never be compromised, even when there is absence of individual(s) at one, or the other level of client management and support.

We clearly recognize that confidentiality is paramount in our business, and our practice maintains the utmost confidentiality of our clients’ affairs.