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Case Studies
Case Study
We identified an investment product that delivered good returns over a five-to-ten-year period and which reflected our client’s adventurous attitude to risk.
Our client, is a 40-year old expat with wife and children. He already has a range of investments but they are all in his home country, India.
A straightforward fact find identified that he was specifically interested in widening the scope of his portfolio to give it a more global spread. He also had a very adventurous risk profile. His job as the regional director of a large international corporation allowed to him to allocate $3,000 a month and he was looking for an investment product that delivered good returns over a five- to ten-year period and which reflected his attitude to risk.
Our proposed solution was a 10-year term product from a major international life company. It allowed him to select a mix of funds mostly with an appropriate risk rating of 4-5. He was also able to take advantage of the product’s 145% allocation for its initial period.
We able to meet our client’s very specific investment requirements.
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If you have goals in life - whatever they may be - we believe that effective financial planning can help you to achieve them. So, although financial planning might not seem very exciting, we are really positive about what we do.
