CLIENT SUITABILITY & RISK ASSESSMENT

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At Masala Capital, we are committed to helping our clients achieve their chosen financial objectives by providing expert portfolio management services with objective-based focuses. Our team of experienced investment advisors will work closely with you to understand your investment goals, risk tolerance, and time horizon, and will design a personalized portfolio that is tailored to your needs and priorities.

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PORTFOLIO MANAGEMENT

 

As part of our portfolio management services, we help clients select suitable investment strategies, styles, and techniques. Once these are defined, our firm helps clients build and manage portfolios tailored for each client's investment objectives, albeit towards growth, fixed-income, capital preservation, speculation, or a mix of these. We will carefully select investments that are aligned with your chosen focus, and will help continually monitor and manage your portfolio to ensure that it remains on track to meet your goals.

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FINANCIAL ADVICE

 

In addition to portfolio management, we help clients with general financial advice pertaining to retirement planning, estate planning, tax planning, and investments. We believe that by providing comprehensive and personalized support, we can help our clients achieve their chosen financial objectives and build a secure financial future.

 

Our suite of portfolio management services include:

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