Client Dedication
Understanding our commitment to our clients
We operate on the principle that every investor is unique. Much like thumbprints, it is impossible that any two people are identical. They have differences in goals, wealth levels, risk-profiles, investment experience and many other factors. Thus, there can be no ‘one size fits all’ when it comes to investment advice.
Our focus is on long term relationship building and to that end, we spend a substantial amount of time upfront getting to know you and understanding your specific requirements. Only after this comprehensive process of defining your investment mandate, do we get into portfolio construction & fund selection.
IME Investment Mandate
Strategic Blueprint for Your Investments
Your investment mandate is a written document, that clearly spells out your unique requirements and provides a strategic roadmap that defines how you would like your investment to be managed.
The development of your investment mandate is a highly consultative process, where the IME Private Banker has a detailed discussion with you to understand your investment preferences and beliefs, financial goals, risk-profile, your past experiences and any other needs.
How it works
Each of your requirements, feeds into portfolio construction & fund selection.
- Financial Goals: Investment Horizon & Asset Classes
- Risk Profile Category Selection
- Preferences & Beliefs Fund Selection
- Market Environment Real-time adjustments
From Confusion to Clarity
Confusion of too many options: 1000's of MFs, 250+ PMS/AIF, Global funds & more
Clarity via your Mandate: With structures, asset-classes, categories & funds shortlisted based on your unique requirements.
By ensuring documentation of core qualitative factors that drive your wealth management decisions, the IME client portal provides a more holistic view on your investments, keeping you and your relationship managers on the same page and protecting against the risk of RM churn.
