Portfolio Advisory – Core Investment Program for Families

Multi-Act proposes to be a trusted and competent Capital Market Partner & Resource for UHNIs and Family Offices through its portfolio advisory services offering (to be used in conjunction with their in-house research).
The Program is consultative in nature wherein it focuses on key aspects such as asset allocation, equity portfolio strategy, stock selection, and policy directions on other asset classes such as currencies, fixed income, and commodities, amongst others.
MISSION STATEMENT

As our chairman, Mr. Prashant Trivedi puts it –

“The aim is to facilitate a greater interaction by service providers with clients through a variety of tools to ensure that the investment process is a streamlined one where:

  • A family’s needs in the capital markets are completely and fully understood
  • The dilemmas all investors face are consensually resolved
  • Portfolios are constructed through a process of both education and continual interaction.”
The program/offering enables you to:
  • Refine and articulate your investment thought process/objectives
  • Verify your investment calls leading to confident decision making
  • Ensure capital preservation and growth
PROCESS
KEY FEATURES
  • Evolved and structured approach focusing on prudent capital growth and preservation
  • Flat fee structure to ensure unbiased and trustworthy advice
  • Ready coverage of a large number of stocks (across market cycles, geographies and business types)
  • Skilled and experienced professionals, managing investor portfolios over market cycles
  • Multi-Act’s CIO personally meets clients and monitors the advisory team activities/ideas

Contact Us

Get in touch with us for customised Advisory Solutions and meet your investment goals

CASE STUDY

Structured Decision Making for Portfolio Advisory

Investment Decision Tables

FOR A DETAILED ANALYSIS REPORT

CLIENT TESTIMONIALS

I’ve used my interactions with Prashant and Multi-Act to significantly augment my financial intelligence. Multi-Act is a rarity in the financial world. A combination of integrity and competence!

Taizoon KhorakiwalaEntrepreneur, Social Capitalist

Read More of What Our Clients Say About Us

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