Restructuring of Portfolios

When life or markets change, we help you rebalance your portfolio for better performance or risk management.

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What you will get

With Portfolio Restructuring, you optimise your investment mix, adjust to market shifts or life changes, and align your portfolio with your evolving goals.

Access

Strategic review and realignment of your portfolio.

Improvement

Adjust holdings for better performance or lower risk.

Guidance

Expert input based on your financial objectives.

How you would like to manage your account

Whether you’re new to investing or an experienced trader, we have options for you.

Self - Managed Account

For experienced individuals who want to manage their own portfolio

  • You decide when and how to restructure.
  • Great flexibility, but requires market insight
  • Ideal for experienced investors.
  • Manual execution and monitoring.
  • Best for hands-on, active investors.
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Managed Account

For Investors seeking expert guidance

  • Experts review and restructure your holdings.
  • Changes based on performance and market outlook.
  • Ensures alignment with your long-term strategy.
  • Less stress, more strategy.
  • Best for investors seeking expert oversight and regular optimisation.
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Documents you need

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Start your journey with us today and get the best in service across industry.

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Document Upload

Upload your required documents securely and quickly. Accepted formats: PDF, JPG.

  • Identification
  • Residential Address
  • Bank Statement
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Open Account

Once verified, your account will be ready. Log in, explore, and start building your portfolio.

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How would you like to open your account