×
×
We invite you to an introductory meeting with our Investment Product Specialist (IPS). where we discuss at length about your lifestyle, needs, ambitions, interests, liquidity needs and the dream future you wish to create. Your financial goals and risk appetite are at the heart of what we do, and your customised service starts with knowing you better.
.png)
Based on the insights gathered during our discussion, your IPS will prepare a detailed Investor Suitability Report (ISR). This report evaluates suitable investment options, including Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and Corporate Debentures, aligning them with your financial goals, time horizon, and desired lifestyle. The report serves as a structured roadmap towards achieving your aspirations.
.png)
Upon your approval of the proposed investment plan, our operations team ensures seamless execution of the transactions. With this, you take the first step toward steadily progressing towards your financial objectives
Regular monitoring is essential for sustained financial success. Your IPS will provide a comprehensive portfolio review every six months. These reviews are designed to track the performance of your investments and share insights on market developments. These reviews help ensure that your investment portfolio remains consistent with your stated objectives and risk profile
At Kilika Capital, our services are enhanced by our dedicated portal designed to provide you with a seamless experience. Through this portal, you can access real-time updates on your portfolio's valuation, detailed analytics, tax information, and other essential reports, enabling transparency and informed decision-making. We leverage tools such as Morningstar, a leading analysis platform, to provide data-driven insights and facilitate meaningful discussions about financial products that align with your objectives. These tools enable us to present well-researched, transparent, and compliant investment insights tailored to your objectives