HNI / Private Clients
If you're managing a multi-asset portfolio and want a single point of coordination across mutual funds, stocks, bonds, and insurance — this is how I work.
Discretion first. No minimums announced, no noise, no product pushes. Depth of review, and a relationship that runs quietly in the background of your life.
How the relationship runs
Quarterly portfolio reviews
Every quarter, your full portfolio — across every provider and instrument — reviewed in one sitting: allocation drift, cost efficiency, and what to act on versus what to deliberately leave alone.
Annual estate & insurance audit
Once a year, a deeper pass: insurance cover against current reality, nominee structures, and how the portfolio transfers to the next generation. Boring, important, done properly.
Where I add the most value
Beyond the standard fund portfolio — Wealthcase (a curated, tracked basket of quality stocks) and bonds (for contractual, predictable returns) are where multi-asset families often find the biggest gap between what they have and what a coordinated portfolio looks like. Direct stocks, fixed deposits, and full insurance review round out the picture.
Everything is reported in one consolidated view, so you see your whole financial position — not eleven app dashboards.