When managing clients’ portfolios, we follow a risk-based approach based on individualised profiles according to risk tolerance and performance targets. This allows us to determine an overall asset allocation for each portfolio, within which we retain the flexibility of an open architecture allowing independent asset selection.
Our fund management offering
We offer two in-house funds: Strategia Yield Fund, a low-risk option to safeguard your money and potentially earn higher returns than local bank savings rates, and Strategia India Focus Fund, providing access to Indian stocks for potential long-term growth, especially suited for investors with a longer investment timeframe.
Strategia Yield Fund
Strategia India Focus Fund
