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INVESTMENT PLANNING SUPPORT
In an industry with an ever-growing array of
financial offerings, constructing and managing an optimal investment
portfoliosfor clients can be complex and time-consuming. We offer
comprehensive investment planning support, covering a full range of
investment products and strategies.
Talk to us about how you can harness the
experience and knowledge of iGP's in-house investment professionals.
Portfolio Construction
The process of our portfolio construction
surrounds the analysis and placement of investment products. As a
product aggregator, we are well-positioned to take an objective
evaluation of the products universe and prescribe the optimal product
mix to match your client's risk profile.
Our fundamental commitment to you and your
client is transparent and impartial service. We work with you and your
clients to develop a clear understanding of the requirements based on
your client's overall financial position, risk profile and other
financial parameters such as liquidity needs in arriving at the best
solution.
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