Portfolio Management
Our Portfolio Management Service comprises of four major segments, with services rendered globally for more than a decade.At SFA, we understand the unique challenges that come with managing wealth. For more than 10 years, we have served as a trusted partner for individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We bring proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution. By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships
More than advice, sustainable results.
At SFA, we understand the unique challenges that come with managing wealth. For more than 10 years, we have served as a trusted partner for individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We bring proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution. By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships
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Buy – Side Research
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Sell – Side Research
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Market Research
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Sector Research
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Interest Rate Risk Management
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Hedging Strategies
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Strategizing Taxation Concerns
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Currency Exposure Strategies
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Analyzing Cash Flow Cycle
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Cash Management
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Strategizing Tax, Trust, Interest & Estate Planning Issues
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Wealth Planning
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Goals – based planning
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True Active Management. Expertise Across:
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Public Equity Markets
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Fixed Income Markets
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Liquid Alternatives
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Cash Management & Lending
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Portfolio Construction
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Portfolio Monitoring & Analysis
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Tangible Asset Management
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Financial Administration