1. Fiduciary: Maximize returns while minimizing risks.​

2. Advisory: Provide professional investment advice and recommend suitable investment products/assets

3. Portfolio Management: Propose investment decisions focused on predetermined asset allocation and investment objectives.

4. Due Diligence: Thorough research and analysis of proposed investments. Evaluate financial health, market trends, and risks.

5. Risk Management: Implement risk management strategies for capital protection. Diversify portfolio, monitor the market, and employ risk mitigation techniques.

6. Reporting and Communication: Regular, transparent reporting. Respond to specific investor queries promptly.

7. Compliance and Legal: Maintain proper compliance records for all legal, regulatory, industry, and ethical standards. Disclose all conflicts.

8. Continual Monitoring and Evaluation: Evaluate performance and propose adjustments to the investment strategy when necessary.

9. Liaison: Facilitate investor engagements and manage long-term sustainable investor and investee relationships.

10. Broaden Horizons: Continuously seek to introduce new potential investment sectors and types to increase investment appetite.


1. Info Sourcing: Source relevant and necessary investment information from the client.

2. Strategic Planning: Develop investment and growth strategy plan with the client.

3. Portfolio Management: Propose investment decisions, allocate resources, and implement strategies to optimize growth.

4. Compliance and Regulatory Support: Ensure and monitor thorough and sustainable asset management practices, procedures, and policies.

5. Investment Profile: Build a marketable investment profile for the client, including feasibility, due diligence, analytics, and structuring beneficial deals.

6. Investment Sourcing: Actively market the client’s investment profile to potential investors.

7. Investment Management: Assess the client’s weighted average cost of capital (WACC) for continuous improvement. Conduct investment analysis for improved return on investment (ROI). Consider factors, manage risks, analyse trends, allocate assets, select securities, and employ hedging strategies.

8. Liaison: Facilitate investor engagements and manage long-term sustainable investor and investee relationships.

9. Performance Management and Reporting: Provide quarterly and annual reports on performance measures and identify opportunities for improvement.

10. Achieve Targets: Meet predetermined investment goals as per the investment strategy.


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