“You don’t run a business hoping you don’t have a recession.” Jamie Dimon, chairman and CEO of JP Morgan Chase
At Credible Investment Solutions, we understand the value of your time. While you are engaged in managing the cycles of business, we endeavour to grow your wealth across market cycles. We help you create a pool of investment assets which not only gives you superior risk adjusted returns but also works as reliable fall back when your income source hits an air-pocket.
Our Private Banking clients are taken through a 5-step proven process to ensure a seamless experience that is fraught with positive reinforcements.
- Assessment of business and portfolio risk
- Evolving investment diversification strategy
- Discussion of strategy and laying down action steps
- Executing investment mandates
- Monitoring progress – review and rebalancing
Our client has the flexibility of selecting from the following asset classes / investment avenues to build portfolio which is best suited to his specific investment need.
- Mutual Funds
- Portfolio Management Services
- Alternative Investment Funds
- Category I – Early Stage and Startup funds
- Category II – Close Ended Equity / Debt Funds, Venture Funds and Private Equity Funds
- Category III – Derivative Strategy Funds
- Bonds – Government / Corporate
- Private Placement Opportunities
- Curated early stage businesses