Most investment advisors including banks and large players have a product focus. At IVY CAPITAL we take a portfolio approach to investing. An investment product can never be considered in isolation or without taking into consideration your existing investments. It should rather be treated as a part, a component of a portfolio which really is an end solution for an investor. So any investment that is chosen performs a specific and well defined function in an overall portfolio. Before we embark on the task of choosing investments, we first like to understand in entirety, the investor profile and financial objectives. This enables us to take a broader view and use a few among hundreds of investment products available in the market to create and end solution that is right for you.

We manage portfolios on a pro active basis i.e if there is a need to exit investments or re-allocate portfolio, clients can expect to get a call from us rather than clients calling us to review portfolios.

Unless client requirements demand otherwise, we generally adopt an approach of “passive portfolio with active reviews”, thus cutting down on excess transactions and costs and having a long term approach to creating, preserving and managing wealth.

Worldwide, Boutique Investment Advisory Firms offer advantages which ‘large Houses’ cannot offer. Lesser number of clients per advisor, controlled investment calls, pro-active management, and customisation within processes are just some of the benefits over choosing large brands or banks as investment advisors.