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Financial achievements empower dreams—comfortable retirement, new home, lasting legacy. Together, we collaborate to make it happen, transforming aspirations into reality.
- Our Mission
The core reason behind our wealth management services is to create a solid foundation for your financial future.
By understanding your situation, goals, and experience, we tailor investments for your wealth goals.
We conduct annual reviews to update your financial plan and address related matters like retirement planning, insurance, tax-efficiency etc.
- Our Capabilities
Efficient Execution & Seize Opportunities
Portfolio Management
With an expansive investment opportunity set encompassing stocks, bonds, real estate, and commodities, our commitment to effective diversification extends beyond capital allocation across diverse asset classes. We also meticulously diversify across various economic and market risk factors, ensuring a resilient and well-rounded investment approach.
Asset Allocation
With a vigilant eye, we continuously monitor the relative performance and valuation of diverse asset classes amid the ever-changing global economic landscape. Our approach involves making dynamic allocation decisions, informed by perceived opportunities and risks across various investment domains.
Risk Management
As a part of our holistic approach, we place a strong emphasis on conducting thorough risk assessments and implementing effective risk mitigation strategies, which include insurance solutions and various other tactics. By diligently evaluating and addressing potential financial risks, we aim to provide you with a secure and stable financial foundation, safeguarding your wealth and future aspirations.
Guide
Create an account and verify your email address and mobile number
Create an account on INVSMA SCF, click “Start Now” at the top of the Home Page, verify your email by clicking on the incoming email and verify your mobile number by entering the OTP sent to your mobile via SMS.
Complete your profile
To be able to use the core features of INVSMA SCF, first complete your profile, select the Data Validation menu from the user dashboard or the “Complete KYC” notification bar that appears on the home page.
Find a business that suits your interests
See the business from the list of businesses offered on the platform, study the prospectus.
Invest in the selected business
If you have found a business that you feel is suitable, order the securities instrument through the details page of the business you are interested in, then wait until the listing period is over.
Follow the development of your chosen business
After the listing period is over, you become the full owner of the securities you ordered, continue to monitor the development of your business portfolio.
