This is a personalized investment portfolio customized to the specific goals and needs of the account holder. It is a short to medium term management account where a lump sum of amount is invested over a fixed period of time which seeks to yield an optimum return. This plan is designed to allow investors to benefit from professional expertise and to meet specific financial goals.
Features
Holding period is 3 months, 6 months and 12 months.
Designed for high net-worth individuals and institutions.