Assets & Portfolio Management

Personal Investment Options

At Crown Capital, managing our client’s money is a privilege we take seriously, and we appreciate that each and every client has their own individual goals and aspirations.

So, whether you are investing for the first time, looking for advice on restructuring your assets, or if you have an existing portfolio you feel could use a second opinion, Crown Capital can offer a wide range of solutions tailored to meet your needs.

Financial markets offer investors the great potential for capital growth. However, markets can be volatile, portfolios need to be rebalanced, risk needs to be minimized and tax implications considered. Crown Capital possesses the skills, experience and knowledge to help you traverse the potential pitfalls to ensure your money always remains in the right place at the right time.

  • A suite of model portfolios or tailor-made solutions utilising some of the world’s largest money managers.
  • Portfolio management including analysis of risk tolerance, return requirements, portfolio rebalancing and cash flow forecasting.
  • Online access to the Indian Stock Exchange portal providing full transparency and up to date valuations for your investment.
  • A dedicated qualified adviser appointed to your account.
  • Ongoing, personalized service including continuous updates on portfolios, market and company research and access to portfolio managers.

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