Portfolio Management

With our team of professionals, we offer a well-tailored financial services to meet our clients’ investment aspirations

Anchoria Asset Management Limited (“AAML”) provides customized investment solutions tailored to clients’ specific financial objectives.

We manage the fund by investing in a range of financial instruments ranging from traditional asset classes to structured financial instruments in line with client’s investment policy. Supported by our deep understanding of the local market, our team of investment professionals identify investment solutions with competitive returns matched to client’s risk appetite. We augment these services with robust execution capabilities.

Classification

To become our clients’ most valuable asset by providing them with relevant wealth management solutions with the goal of their financial well-being

Our Core Values

Our portfolio management services are classified into:

a) Discretionary

Under this service, the choice as well as the timings of the investment decisions rest solely with the Portfolio Manager.

b) Non-Discretionary:

Under this service, the portfolio manager provides guidance on various investment options. The choice as well as the timings of the investment decisions rest solely with the Investor. However, the execution of trade is done by the portfolio manager.

Our investment strategy is focused on

  • Generating competitive returns through carefully selected investment solutions.
  • Investment in strategic asset allocation based on investors’ risk profile.

Maximizing investors’ expected returns for a given level of risk
Strategic asset allocation where the portfolio mix is fixed according to the investor’s profile

Anchoria Management Fee

The advisory/management flat of 1.5% per annum shall be payable to the asset manager.