Investment Services
Our independence allows us to work exclusively in the pursuit of our client’s interests, which is our fundamental purpose.
The client can decide the level of his involvement in the process of investing his assets toward the achievement of his financial objectives. Among the most common financial goals are the generation of current income, capital growth at a rate determined with respect to a defined risk level and market conditions, and
a combination of both.
The chosen level of involvement provides the basis for determining the most appropriate method for implementing a selected strategy is determined.
The selection of the strategy will depend on, among others, the degree of financial knowledge of the client, his level of tolerance to risk, his financial objectives, the reference currency chosen and the investment time horizon envisioned.
The complexity and diversity of investment alternatives, the physical distance between the client and his financial assets, and his time availability and ease of communication are vital factors to consider in the choice of the investment
method.
Reliance Capital offers its clients two methods of managing their investments, each governed by a specific mandate :
- Discretionary Management
- Investment Advisory