Posted by: Eraqus Investment Advisor
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Post Date: 31 Mar 2025
At Eraqus Investment Advisors, we believe every client deserves a tailored and strategic wealth management solution—whether you’re starting your investment journey or managing substantial portfolios. Our approach remains consistently personalized, offering strategic guidance to clients at all scales, including first-time investors, High-Net-Worth Individuals (HNIs), Ultra-High-Net-Worth Individuals (UHNIs), and Corporate Treasuries.
Our Approach: Core & Satellite Portfolio Strategy
Our Personal Investment Management services leverage the Core and Satellite Portfolio Strategy, designed explicitly to optimize returns, manage risks, and ensure tax efficiency. Our goal is clear: to build portfolios that remain liquid, adaptive to market shifts, and consistently deliver risk-adjusted returns.
Core Portfolio
- Foundation of Stability: Built around stable, liquid investments such as direct equity in blue-chip companies, high-quality mutual funds, and investment-grade bonds.
- Long-Term Wealth Preservation: Balances growth with stability to safeguard your assets.
- Tax Efficiency: Employs low turnover and long-term holding strategies to minimize taxable events, maximizing post-tax returns.
Satellite Portfolio
- Dynamic Growth Opportunities: Targets higher-return investments, including Portfolio Management Services (PMS), Alternate Investment Funds (AIF), and unlisted equity.
- Tactical Allocations: Capitalizes on emerging market trends, niche sectors, and targeted growth strategies.
- Risk Mitigation and Income Generation: Incorporates Direct Bonds for stable income with low equity market correlation.
- Optimized Fixed-Income Strategies: Utilizes duration calls and credit calls to strategically benefit from interest rate movements and credit spread variations.
Our Value Proposition
- Problem Solvers at Every Stage of Life: Tailored solutions addressing evolving financial needs, from managing significant life events and liquidity requirements to preparing for retirement.
- Tax Optimization: Strategic structuring of investments to maximize after-tax returns, including effective capital gains management and asset location planning.
- Risk Management & Adaptability: Proactive portfolio adjustments based on rigorous monitoring of global markets and economic indicators, maintaining resilience and alignment with your objectives.
At Eraqus Investment Advisors, our investment management service is not simply about managing assets—it’s about partnering with you to navigate financial complexities, solve problems, and build a lasting legacy.
