Our Main Services

Portfolio Advisory Services

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We provide portfolio advisory services to assist investors in search for investment solutions and portfolio recommendations. We provide investors with thematic investment solutions and advices according to their risk tolerance, investment objectives and risk parameters. We will advise clients to adjust their portfolios based on the latest market conditions. When comparing to our discretionary portfolio management services, we do not actively manage the client’s portfolio and do not execute orders directly for our clients. We are responsible for providing investment advice and it is at the clients' discretion whether to implement or execute.