Service – Capital Plus

WE ARE EXPERT

Capital Plus Management focus is to undertake and carry on all or any of the trades and businesses of fund and portfolio management, estate and investment management and financial planning services to address the core needs of our esteemed clients anywhere they may be.’’

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OUR SERVICES

ASSET MANAGEMENT

Based on the investment objectives of our varied categories of clients- retail, high net worth individuals and institutional clients, we help manage their asset in a way that gives superior returns above average market performance using our robust research-based investment management and portfolio construction strategy as well as well diversified portfolio across various sectors, markets and asset classes. Our asset management offerings are as follows:

Portfolio Management – At Capital Plus Limited, we adopt a qualitative approach to determine the investment needs of our esteemed clients. We apply our investment strategies to meet their various needs which may be long or short-term objectives. Our investment policies, strategies and methods are structured and driven by our robust information technology mechanism which simplifies the entire business process. Our investment management services, cuts across the various traditional investment securities such as equity, and debt securities issue, REITS and other assets.

Fund Management – We provide retail investment products that are specifically designed to meet the exclusive investment requirements and objectives of our customers. We aim to preserve and grow the wealth of high-net-worth individuals as many do not have sufficient time for multiplying their wealth thus, we design savings pattern in various classes of guaranteed investments at rates mostly above market averages especially for those with low risk tolerance level using the concept of compounding to assist them protect their wealth for the present and to meet their future needs.

Under this specialized service, we aim to provide top-notch financial advisory service to all levels of our potential customer base. Relying strongly on robust technological services coupled with up-to-date financial advisory models such fundamental analysis, technical analysis and quantitative techniques. We will advise our esteemed clients in the area of asset diversification, asset allocation, asset rebalancing and reference reporting.

At Capital Plus, we offer this specialized service to cater for esteemed high net worth individuals, PEP’s and Institutions who may be very occupied with no time to monitor and maximize their investments. Our role as professionals is to add value by ensuring proper tracking and harmonisation of all your assets to ensure growth and proper management of your asset. Our asset classes include shares, debt securities, real estate investments and other asset classes.

WHAT MAKES US SPECIAL

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OUR PROFESSIONAL TEAM

MANAGING DIRECTOR FUND MANAGER

WHAT PEOPLE SAY

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